Matthew William Donley

Employer firm

Capital Investment Advisors, LLC CRD 158055

$8.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING ENGAGEMENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Capital Investment Advisors
  Phoenix, AZ
• 10/2020 → 12/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2018 → 09/2020
  Crescent Crown Distributing, Llc
  Mesa, AZ
• 11/2017 → 10/2018
  Spray Systems, Inc.
  Pomona, CA
• 06/2015 → 08/2017
  Claremont Unified School District
  Claremont, CA
• 08/2013 → 05/2017
  University Of Arizona
  Tucson, AZ
• 10/2020 → 05/2026
  Vanguard Marketing Corporation
  Scottsdale, AZ

Previous Registrations

• 2020-11-30 → 2024-12-31
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2020-11-23

Other Names

• Matt William Donley
• Matthew William Donley
• Matthew Donley