Capital Investment Advisors, LLC

Christopher Pataky is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Charles Schwab. Outside of his advisory role, he is the owner of CP Sales Services, LLC, a passive business entity. Capital Investment Advisors is a multi-team firm managing over $6 billion and serving individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines centralized portfolio management with advisor-level customization, utilizing ETF models, fundamental analysis, and specialist outside managers, and offers integrated wealth services including tax, accounting, and estate planning support.

Tanner Sterk is a CFP® with five years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company and Charter Communications. Capital Investment Advisors is a multi-team firm managing over $6 billion, offering discretionary portfolio management, retirement-plan consulting, and family-office style services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines centralized portfolio construction with advisor-level customization, using model ETF portfolios and specialist sub-advisors to address diverse client needs.

James Horn is a financial advisor at Capital Investment Advisors, LLC with five years of industry experience. He holds the Series 66 designation and has worked at firms including Fisher Investments, Bank of America, Merrill Lynch, and Northwestern Mutual. Outside of his advisory role, he performs independent contract work in VBA programming focused on Excel projects. Capital Investment Advisors is a multi-team firm managing over $6 billion, serving individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines centralized portfolio construction with advisor customization, using model ETF portfolios, specialist sub-advisors, and coordinated wealth services including estate planning and tax support.

Matthew Lane is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, with six years of industry experience. He holds the Series 65 designation and previously worked at Wela Strategies, Inc. and the Chicago White Sox. Capital Investment Advisors is a multi-team firm managing over $6 billion, offering discretionary portfolio management, retirement-plan consulting, and family-office style services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines centralized portfolio construction with advisor-level customization, using model ETF portfolios, third-party sub-advisors, and an affiliated tax and estate planning support team.

Banner Clark is a CFP® professional with 11 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2023. His prior experience includes roles at Sagace Wealth Management LLC and multiple positions within Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Clark was also the owner of a retail store under Larson Clark LLC, which is currently inactive. Capital Investment Advisors is a multi-team firm managing over $6 billion, providing discretionary portfolio management, retirement-plan consulting, and family-office style services to individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines centralized portfolio oversight with advisor-level customization, utilizing model ETF portfolios, specialist outside managers, and coordinated wealth services including tax and estate planning support.

Adria Demeo is a financial advisor at Capital Investment Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Harwood Advisory Group, LLC and T. Rowe Price Investment Services, INC. Capital Investment Advisors is a multi-team firm managing over $6 billion, providing discretionary portfolio management, retirement-plan consulting, and family-office style services to individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines centralized portfolio construction with advisor-level customization and integrates model ETF portfolios, fundamental analysis, and specialist outside managers in its investment approach.

Matthew Clark is a CFP® professional with 12 years of experience in financial advisory roles. He currently works at Capital Investment Advisors, LLC and has previously held positions at Howard Capital Management, Lindner Capital Advisors, MML Investors Services, and Massachusetts Mutual Life Insurance Co. His career includes a brief period of unemployment in 2020. Capital Investment Advisors is a multi-team firm managing over $6 billion, offering discretionary portfolio management, retirement-plan consulting, and family-office style services to individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm’s investment approach combines centralized portfolio oversight with advisor-level customization, utilizing ETFs, fundamental analysis, and specialist outside managers to address diverse client needs.

Edward Goepp is a CFP®-designated financial advisor with 13 years of industry experience. He has been with Capital Investment Advisors, LLC since 2019 and previously worked at Wela Strategies, Inc. and Wela Strategies, LLC. Capital Investment Advisors is a multi-team advisory firm managing over $6 billion and serving individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary portfolio management, retirement-plan consulting, and family-office style services, utilizing a combination of centralized portfolio oversight and advisor-level customization.

Andrew Barag is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2018. Prior to this, he worked at Capital Bank and Trust Company and Capital Guardian Trust Company. Capital Investment Advisors is a multi-team firm managing over $6 billion and offering discretionary portfolio management, retirement-plan consulting, and family-office style services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm employs a centralized portfolio construction process combined with advisor-level customization, utilizing ETFs extensively alongside fundamental analysis and specialist managers for income and equity needs.

Olivia Grecco is a financial advisor at Capital Investment Advisors, LLC with industry experience beginning in 2025. She holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Clearing Services and Macquarie Group. Prior to entering the financial industry, she spent several years in education and hospitality roles. Capital Investment Advisors is a multi-team firm managing over $6 billion, providing discretionary portfolio management, retirement-plan consulting, and family-office style services to individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines centralized portfolio oversight with advisor-level customization and integrates affiliated tax and estate planning support into its coordinated wealth services.

Jackson Figiel is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Capital Investment Advisors, he gained experience at Mutual of America Financial Group and Jasper Engines & Transmissions, and completed his education at Auburn University and Villanova University. Capital Investment Advisors is a multi-team firm managing over $6 billion, providing discretionary portfolio management, retirement-plan consulting, and family-office style services to individual, high-net-worth, and institutional clients. The firm combines centralized portfolio oversight with advisor-level customization, utilizing ETFs extensively and offering specialized strategies through third-party sub-advisors and an affiliated tax and estate planning support team.

Kristin Curcio is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. She holds the Series 65 designation and is based in Atlanta, GA. Curcio has been with Capital Investment Advisors since 2016. Capital Investment Advisors is a multi-team firm managing over $6 billion, offering discretionary portfolio management, retirement-plan consulting, and family-office style services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm uses a combination of centralized portfolio oversight and advisor customization, employing model ETF portfolios, specialist sub-advisors, and an affiliated tax and estate planning support team.

James Lewis is a CFP® with 12 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2013. He previously worked at Wela Strategies, Inc. for eight years and was involved with Wela Strategies, LLC for four years. Outside of his financial advisory role, he produces content for Retire Southern Company, LLC, a lifestyle brand focused on Southern culture, including food, fishing, and music. Capital Investment Advisors is a multi-team firm managing over $6 billion, offering discretionary portfolio management, retirement-plan consulting, and family-office style services to a range of clients including high-net-worth individuals and institutional plans. The firm’s investment approach combines centralized portfolio oversight with advisor customization, utilizing ETFs, fundamental analysis, and specialist managers to address diverse client needs.

Jeffrey Keane is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with four years of industry experience. He has been with Capital Investment Advisors since 2014. Capital Investment Advisors is a multi-team firm managing over $6 billion, offering discretionary portfolio management, retirement-plan consulting, and family-office style services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm employs a combination of centralized portfolio construction and advisor-level customization, utilizing ETFs extensively alongside fundamental analysis and specialist outside managers.

Clayton Carden is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He previously worked at The Grant Partners and has a background that includes positions at LocumTenens.com, Auburn University, and Hoover High School. Capital Investment Advisors is a multi-team firm managing over $6 billion and serving individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary portfolio management, retirement-plan consulting, and family-office style services, combining centralized portfolio oversight with advisor-level customization and access to affiliated tax and estate planning resources.