Capital Investment Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,354,067
Total clients
85
21% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$580,636
About
Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations and businesses, managing approximately $49 million on a discretionary basis across about 85 client accounts. The firm typically documents client objectives in written investment policy statements and includes tax, estate and retirement planning consultations as part of its investment-management services; it also offers participant education and investment platform support for employee retirement plans.
The firm’s investment approach emphasizes long-term, buy-and-hold asset-class diversification implemented primarily through passively managed mutual funds and model portfolios, with Monte Carlo analysis used in developing client asset allocations. For certain mandates CIP delegates discretionary portfolio execution and ongoing rebalancing to a third‑party sub‑advisor and may retain a separate fixed‑income manager for managed bond portfolios.
Distinctive features include a formal, ongoing sub‑advisory and back‑office relationship with a national advisor services provider and a concentrated use of Dimensional Fund Advisors funds in client portfolios, a combination that is more prominent than at many peers of similar size. The firm’s regulatory disclosures note a historical disciplinary reporting matter involving the owner (from prior employment) and the owner’s outside business activities, and the firm does not accept proxy‑voting authority for client securities.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.60% $4,000,001+: 0.40%
Account minimum: $1,000,000 for Investment Management Services; $500,000 minimum for portfolios of individual fixed income securities
Main office location
Capital Investment Partners LLC
204 W. Academy Street
Gainesville GA 30501, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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