Mitchell Buddy Reiner

Current Employers

Employment History

• 10/2010 → Present
  Capital Investment Advisors, Llc
  Atlanta, GA
• 06/2008 → 02/2017
  Wela Strategies, Llc
  Atlanta, GA
• 12/2013 → Present
  Mam Group, Llc
  Atlanta, GA
• 01/2009 → 06/2023
  Capital Accounting & Tax, Llc
  Atlanta, GA
• 12/2013 → Present
  New Year Management, Llc
  Atlanta, GA
• 11/2016 → 12/2023
  Altera Private Access, Llc
  Atlanta, GA
• 02/2017 → 12/2025
  Wela Strategies, Inc.
  Atlanta, GA
• 10/2018 → 03/2023
  Benjamin, Llc
  Atlanta, GA
• 05/2020 → 03/2023
  Benjamin Technology, Inc.
  Wilmington, DE
• 11/2016 → 06/2022
  Altera Advisors, Llc
  Atlanta, GA
• 12/2013 → Present
  Mare
  Altanta, GA
• 01/2009 → Present
  Capital Accounting & Tax, Llc
  Atlanta, GA

Previous Registrations

• 2008-07-22 → 2025-12-23
  Wela Strategies, Inc.
  Atlanta, GA
• 2017-05-17 → 2024-01-18
  Altera Private Access, Llc
  Atlanta, GA
• 2006-01-27 → 2011-08-01
  Capital Investment Advisors Llc
  Atlanta, GA

Other Businesses

(i) Indirect owner of Altera Ventures, LLC a holding company for Altera Investments, LLC which owns Altera Private Access, LLC (registered investment adviser) to various special purpose vehicles. Additionally, Mitch has indirect ownership in various general partnerships to the various special purpose vehicles: start date of each general partnership varies based on when the general partner and the SPV is created, time spent on the Altera businesses varies but does not exceed 5% during trading hours, (ii) MARE Group, LLC, Atlanta, GA; Consulting; Not investment related; 5% per month. (iii) MAM Group, LLC, 10 Glenlake Pkwy, NE, North Tower, Suite 1000, Atlanta, GA 30328; Consulting; Not investment related; 5% per month. (iv) Through his Trust, Mitch Reiner is a principal owner in Capital Affiliate Holdings, LLC (“CAH”), the owner of Capital Investment Advisors, LLC (“CIA”), a registered investment adviser. He spends the majority of his time on CIA matters. He is a member of the Board of Managers for CAH, and when circumstances require it, he provides managerial guidance and other operational support to its portfolio of businesses.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-08-09
• S65 Uniform Investment Adviser Law Examination
  2006-01-26

Designations

Other Names

• Mitch Reiner