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Brenden James Urban

Capital Investment Advisors, LLC

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About Brenden James Urban

Brenden James Urban is a registered investment advisor representative with Capital Investment Advisors, LLC in Atlanta, Georgia. Brenden Urban has been in the industry for over three years and has experience with various firms including Wells Fargo Clearing Services, LLC, Invesco Distributors, Inc., and Fidelity Brokerage Services LLC. Brenden Urban holds Series 7TO, SIE, and Series 66 licenses. Brenden Urban's firm, Capital Investment Advisors, LLC, manages over $5 billion in assets and provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Brenden Urban is currently registered with Capital Investment Advisors, LLC. Capital Investment Advisors, LLC is a Registered Investment Advisor (RIA) based in Atlanta, GA. They provide financial planning and portfolio management services to both individuals and businesses. The firm has over 12,390 clients and manages over $5.26 billion in assets. Their advisory services include portfolio management for individuals, pension consulting, and selection of other advisors. The firm caters primarily to individuals, particularly high-net-worth individuals.
Capital Investment Advisors, LLC

10 GLENLAKE PARKWAY

ATLANTA, GA 30328

$5.26B

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of plan assets

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Brenden Urban’s Registration & Firm History

GA

04/18/2024 - Present

Capital Investment Advisors, LLC (ATLANTA GA)

FL

06/06/2022 - 03/19/2024

WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)

GA

08/03/2021 - 04/22/2022

INVESCO DISTRIBUTORS, INC. (ATLANTA GA)

FL

05/16/2021 - 07/23/2021

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

FL

12/07/2020 - 04/22/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 01/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brenden James Urban.
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