DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst17 years in industry

MATTHEW ROSS REINER

Advisor at CAPITAL INVESTMENT ADVISORS, LLC

ATLANTA, GA

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:cc4ad3d9-43f6-5ee4-a4ab-dcb039fcb8ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 2
Observed: Jul 31, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Matthew Ross Reiner

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Matthew Ross Reiner

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: CAPITAL INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65
First exam: Jul 9, 2009
First registration: Jul 31, 2009
Dual registered: no
Other names: MATT REINER
IAPD individual key: 5688606

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPITAL INVESTMENT ADVISORS, LLC	Independent wealth	Jul 25, 2011	n/a	yes	ATLANTA, GA	Current employment
WELA STRATEGIES, INC.	Former SEC adviser	Jul 31, 2009	Dec 23, 2025	no	ATLANTA, GA	Previous registration
CAPITAL INVESTMENT ADVISORS LLC	n/a	Jul 31, 2009	Aug 1, 2011	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELA STRATEGIES, INC.	CAPITAL INVESTMENT ADVISORS, LLC	Dec 23, 2025	Jul 25, 2011	-5,265	Firm change after gap	Other
CAPITAL INVESTMENT ADVISORS LLC	WELA STRATEGIES, INC.	Aug 1, 2011	Jul 31, 2009	-731	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
147762:158055:GA:2025-12-23	Dec 23, 2025	Jul 25, 2011	ATLANTA, GA	Firm change after gap

Relationships

Registered with (3)

→ CAPITAL INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jul 25, 2011 to presentfactForm ADV
→ WELA STRATEGIES, INC.Registered adviserregistration: previous registration
Jul 31, 2009 to Dec 23, 2025factForm ADV
→ CAPITAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jul 31, 2009 to Aug 1, 2011factForm ADV

Dated events

Occurred
Dec 23, 2025
Advisor changed firm
Matthew Ross Reiner left Wela Strategies, Inc. for Capital Investment Advisors, Llc (registered 2011-07-25)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc4ad3d9-43f6-5ee4-a4ab-dcb039fcb8ee
First observed: Jul 31, 2009
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed 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.

MATTHEW ROSS REINER

Advisor at CAPITAL INVESTMENT ADVISORS, LLC

ATLANTA, GA

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:cc4ad3d9-43f6-5ee4-a4ab-dcb039fcb8ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:00 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CAPITAL INVESTMENT ADVISORS, LLC

Independent wealth

Jul 25, 2011

n/a

yes

ATLANTA, GA

Current employment

WELA STRATEGIES, INC.

Former SEC adviser

Jul 31, 2009

Dec 23, 2025

ATLANTA, GA

Previous registration

CAPITAL INVESTMENT ADVISORS LLC

n/a

Jul 31, 2009

Aug 1, 2011

ATLANTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELA STRATEGIES, INC.

CAPITAL INVESTMENT ADVISORS, LLC

Dec 23, 2025

Jul 25, 2011

-5,265

Firm change after gap

Other

CAPITAL INVESTMENT ADVISORS LLC

WELA STRATEGIES, INC.

Aug 1, 2011

Jul 31, 2009

-731

Firm change after gap

Other

Team

Left

Joined

From

Kind

147762:158055:GA:2025-12-23

Dec 23, 2025

Jul 25, 2011

ATLANTA, GA

Firm change after gap