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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAPITAL INVESTMENT ADVISORS

CAPITAL INVESTMENT ADVISORS, INC., CRD 118269

WASHINGTON D.C., DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:88fab258-d9c2-4227-2e58-6d03af39dc86

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 9
On other graphs: 0
Observed: Feb 10, 2017 to Jun 11, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $302MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $287M
Private client RAUM: $284MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $50.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,416
Individual clients: 338
High net worth clients: 79
SEC number: 801-110008
CRD: 118269
Filings on the tape: 35
First filed: Feb 10, 2017
Latest filed: Jun 11, 2026
Organised: Corporation, DC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN EDWARD GIROUARD	n/a	WASHINGTON D.C., DC	26	42	1	yes
MARJORIE ANN OPALSKI	n/a	Easton, MD	9	29	2	yes
Patrick Johnson	n/a	WASHINGTON D.C., DC	6	13	n/a	yes
Dionne Cornelius Thompson	n/a	WASHINGTON D.C., DC	4	23	4	no
ROBERT JOSEPH BRINKMAN	n/a	WASHINGTON D.C., DC	1	13	n/a	yes
MICHAEL JOZEF OPALSKI	n/a	Easton, MD \| WASHINGTON D.C., DC	0	22	5	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOYD, SAMUEL, POWER	SENIOR VICE PRESIDENT	Na	yes	01/2019	Sep 24, 2019	Sep 30, 2024
CAPITAL ASSET MANAGEMENT GROUP, INC.	Owner	E	yes	05/2018	Sep 30, 2022	Sep 30, 2024
GIROUARD, COLLEEN, MARIE	SECRETARY & TREASURER	Na	yes	03/1998	Feb 10, 2017	Sep 30, 2024
GIROUARD, JOHN, EDWARD	Owner	E	yes	03/1998	Feb 10, 2017	Sep 30, 2024
GIROUARD, JOHN, EDWARD	PRESIDENT, CEO, CCO	Na	yes	03/1998	Feb 10, 2017	Sep 30, 2024
WEINBERG, RICHARD, ALLEN	EXECUTIVE VICE PRESIDENT, CFO	Na	yes	05/2001	Feb 10, 2017	Sep 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AGI FINANCIAL SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
CAPITAL INSURANCE GROUP COMPANIES, INC.	n/a	n/a	n/a	N	yes	n/a
RICHARD A WEINBERG, CPA	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 16, 2026	$302M	$287M	11	6	1	n/a	n/a
2024	Sep 30, 2024	$378M	$363M	12	5	1	n/a	n/a
2023	Sep 29, 2023	$312M	$300M	14	7	1	n/a	n/a
2022	Sep 30, 2022	$284M	$274M	16	9	1	n/a	n/a
2021	Sep 22, 2021	$312M	$301M	15	9	1	n/a	n/a
2020	Sep 30, 2020	$232M	$223M	14	8	1	n/a	n/a
2019	Sep 24, 2019	$206M	$197M	13	7	2	n/a	n/a
2018	Sep 28, 2018	$189M	$180M	13	11	3	n/a	n/a
2017	Oct 26, 2017	$138M	$0	11	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$302M	$378M	-20.1%	$284M	2.1%	11	12	1	1

Relationships

Registered with (25)

← MICHAEL JOZEF OPALSKIAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV
← ROBERT JOSEPH BRINKMANAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Dionne Cornelius ThompsonAdvisorregistration: previous registration
Jul 16, 2004 to Jul 12, 2011factForm ADV
← Patrick JohnsonAdvisorregistration: current employment
Nov 21, 2019 to presentfactForm ADV
← MARJORIE ANN OPALSKIAdvisorregistration: current employment
Nov 11, 2016 to presentfactForm ADV
← JOHN EDWARD GIROUARDAdvisorregistration: current employment
Oct 18, 1999 to presentfactForm ADV
← SAMUEL POWER BOYDAdvisorregistration: previous registration
Feb 22, 2013 to Sep 25, 2024factForm ADV
← Naima Nefertari Barnes BushAdvisorregistration: previous registration
Jun 1, 2021 to Apr 2, 2024factForm ADV
← DOUGLAS MCMORRIS BROWNAdvisorregistration: previous registration
Nov 23, 2021 to Aug 5, 2022factForm ADV
← Matthew TrogdonAdvisorregistration: previous registration
May 28, 2020 to Sep 3, 2021factForm ADV
← THOMAS ARNOLD BUCKLINAdvisorregistration: previous registration
Nov 3, 2008 to Mar 29, 2019factForm ADV
← GUY ROBERT X. MIDDLETONAdvisorregistration: previous registration
Jan 2, 2000 to Sep 2, 2014factForm ADV
← HOWARD PAUL OFFITAdvisorregistration: previous registration
Jan 12, 2005 to Jan 11, 2012factForm ADV
← KONSTANTIN RUSINAdvisorregistration: previous registration
Aug 26, 2009 to Apr 20, 2011factForm ADV
← MICHAEL JAMES THALERAdvisorregistration: previous registration
Apr 5, 2000 to Dec 2, 2005factForm ADV
← BRIAN THOMAS HENNAMANAdvisorregistration: previous registration
Jul 31, 2002 to Dec 2, 2005factForm ADV
← DAVID BERNARD SAUNDERSAdvisorregistration: previous registration
Feb 1, 2001 to Dec 2, 2005factForm ADV
← WILLIAM THOMAS SAUNDERSAdvisorregistration: previous registration
Dec 10, 2004 to Dec 2, 2005factForm ADV
← KENNETH JOSEPH ELKINSAdvisorregistration: previous registration
Jul 31, 2002 to Dec 2, 2005factForm ADV
← AMY BETH SELTZERAdvisorregistration: previous registration
Nov 29, 2004 to Dec 2, 2005factForm ADV
← ANDREW HUNTER WALKERAdvisorregistration: previous registration
Nov 23, 2004 to Dec 2, 2005factForm ADV
← ROBERT THOMAS RAMOSAdvisorregistration: previous registration
Jan 2, 2000 to Sep 9, 2005factForm ADV
← JOYCE MICHELE COOLAdvisorregistration: previous registration
Oct 24, 2003 to Sep 9, 2005factForm ADV
← DAVID BRAD KAUFFMANAdvisorregistration: previous registration
Jan 2, 2000 to Jun 5, 2003factForm ADV
← KYLE THOMAS MILLSAdvisorregistration: previous registration
May 4, 2000 to May 29, 2003factForm ADV

Controls (5)

← GIROUARD, JOHN, EDWARDOwnerOWNER, ownership code E, individual
Feb 10, 2017 to Sep 30, 2024factForm ADV
← GIROUARD, COLLEEN, MARIEOwnerSECRETARY & TREASURER, ownership code NA, individual
Feb 10, 2017 to Sep 30, 2024factForm ADV
← WEINBERG, RICHARD, ALLENOwnerEXECUTIVE VICE PRESIDENT, CFO, ownership code NA, individual
Feb 10, 2017 to Sep 30, 2024factForm ADV
← BOYD, SAMUEL, POWEROwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Sep 24, 2019 to Sep 30, 2024factForm ADV
← CAPITAL ASSET MANAGEMENT GROUP, INC.OwnerOWNER, ownership code E, domestic entity
Sep 30, 2022 to Sep 30, 2024factForm ADV

Dated events

Occurred
Sep 25, 2024
Advisor changed firm
Samuel Power Boyd left Capital Investment Advisors for Mariner Independent (registered 2024-09-10)
Form ADVobserved 6 days ago
Occurred
Apr 2, 2024
Advisor changed firm
Naima Nefertari Barnes Bush left Capital Investment Advisors for Ellevest (registered 2024-05-01)
Form ADVobserved 6 days ago
Occurred
Aug 5, 2022
Advisor changed firm
Douglas Mcmorris Brown left Capital Investment Advisors for Corient (registered 2025-07-17)
Form ADVobserved 6 days ago
Occurred
Mar 18, 2022
Control person left
Tarkington Hilary Stowers (Chief Compliance Officer) no longer on Schedule A of Capital Investment Advisors (listed 2022-01-21, absent 2022-03-18)
Form ADVobserved 6 days ago
Occurred
Jan 14, 2022
Control person left
Elizabeth Catherine Crumley (Coo) no longer on Schedule A of Capital Investment Advisors (listed 2021-11-09, absent 2022-01-14)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2021
Control person joined
Tarkington Hilary Stowers (Chief Compliance Officer) appeared on Schedule A of Capital Investment Advisors
Form ADVobserved 6 days ago
Occurred
Sep 24, 2019
Control person joined
Elizabeth Catherine Crumley (Coo) appeared on Schedule A of Capital Investment Advisors
Form ADVobserved 6 days ago
Occurred
Sep 24, 2019
Control person joined
Power Samuel Boyd (Senior Vice President) appeared on Schedule A of Capital Investment Advisors
Form ADVobserved 6 days ago
Occurred
Feb 10, 2017
First Form ADV filing
Capital Investment Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88fab258-d9c2-4227-2e58-6d03af39dc86
First observed: Feb 10, 2017
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPITAL INVESTMENT ADVISORS

CAPITAL INVESTMENT ADVISORS, INC., CRD 118269

WASHINGTON D.C., DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:88fab258-d9c2-4227-2e58-6d03af39dc86

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN EDWARD GIROUARD

n/a

WASHINGTON D.C., DC

yes

MARJORIE ANN OPALSKI

n/a

Easton, MD

yes

Patrick Johnson

n/a

WASHINGTON D.C., DC

n/a

yes

Dionne Cornelius Thompson

n/a

WASHINGTON D.C., DC

ROBERT JOSEPH BRINKMAN

n/a

WASHINGTON D.C., DC

n/a

yes

MICHAEL JOZEF OPALSKI

n/a

Easton, MD | WASHINGTON D.C., DC

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOYD, SAMUEL, POWER

SENIOR VICE PRESIDENT

yes

01/2019

Sep 24, 2019

Sep 30, 2024

CAPITAL ASSET MANAGEMENT GROUP, INC.

Owner

yes

05/2018

Sep 30, 2022

Sep 30, 2024

GIROUARD, COLLEEN, MARIE

SECRETARY & TREASURER

yes

03/1998

Feb 10, 2017

Sep 30, 2024

GIROUARD, JOHN, EDWARD

Owner

yes

03/1998

Feb 10, 2017

Sep 30, 2024

GIROUARD, JOHN, EDWARD

PRESIDENT, CEO, CCO

yes

03/1998

Feb 10, 2017

Sep 30, 2024

WEINBERG, RICHARD, ALLEN

EXECUTIVE VICE PRESIDENT, CFO

yes

05/2001

Feb 10, 2017

Sep 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AGI FINANCIAL SERVICES, INC.

n/a

yes

n/a

CAPITAL INSURANCE GROUP COMPANIES, INC.

n/a

yes

n/a

RICHARD A WEINBERG, CPA

n/a

City

State

Country

Employees

Also broker-dealer

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$302M

$287M

n/a

2024

Sep 30, 2024

$378M

$363M

n/a

2023

Sep 29, 2023

$312M

$300M

n/a

2022

Sep 30, 2022

$284M

$274M

n/a

2021

Sep 22, 2021

$312M

$301M

n/a

2020

Sep 30, 2020

$232M

$223M

n/a

2019

Sep 24, 2019

$206M

$197M

n/a

2018

Sep 28, 2018

$189M

$180M

n/a

2017

Oct 26, 2017

$138M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$302M

$378M

-20.1%

$284M

2.1%