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Selwyn Leroy Small

Capital Investment Advisors, LLC

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About Selwyn Leroy Small

Selwyn Leroy Small is a registered investment advisor representative. Selwyn has been in the industry since 1992 and holds the Series 7, Series 63, and Series 65 licenses. Selwyn is currently registered with Capital Investment Advisors, LLC in Georgia and Texas. Selwyn has been with Capital Investment Advisors, LLC since October 2010. Prior to that, Selwyn was with Securities Service Network, Inc. from 1997 to 1999 and Aegon USA Securities Inc. from 1992 to 1997. Selwyn specializes in financial planning, pension consulting, and selection of other advisors. Selwyn also provides tax preparation services to some clients of Capital Investment Advisors, LLC.

Firm Information

Selwyn Small 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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Selwyn Small’s Registration & Firm History

GA

02/15/2013 - Present

Capital Investment Advisors, LLC (ATLANTA GA)

TN

02/03/1997 - 01/04/1999

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

IA

08/04/1992 - 01/29/1997

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

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Licenses & Designations

BC

Issued 01/29/1993

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/06/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Selwyn Leroy Small.
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