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William Michael Skiles

Capital Investment Advisors, LLC

Atlanta, GA

Greenwood Village, CO

CRD 7054289

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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:

Current Employers
Capital Investment Advisors, Llc

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-08
CO RA APPROVED 2024-03-05
  • TX RA
    APPROVED
    Since 2025-01-08
  • CO RA
    APPROVED
    Since 2024-03-05

Branch Locations

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States

8101 E. Prentice Avenue Suite 1000, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Personal Capital Denver CO 01/2017 05/2018
American Family Insurance Lakewood CO 05/2016 01/2017
United States Army Reserve St. Louis MO 12/2010 12/2018
Personal Capital Denver CO 05/2018 05/2019
Personal Capital Advisors Corporation Denver CO 05/2019 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 02/2024
Capital Investment Advisors Atlanta GA 02/2024 Present
  • 01/2017 → 05/2018
    Personal Capital
    Denver, CO
  • 05/2016 → 01/2017
    American Family Insurance
    Lakewood, CO
  • 12/2010 → 12/2018
    United States Army Reserve
    St. Louis, MO
  • 05/2018 → 05/2019
    Personal Capital
    Denver, CO
  • 05/2019 → 04/2023
    Personal Capital Advisors Corporation
    Denver, CO
  • 04/2023 → 02/2024
    Greenwood Village, CO
  • 02/2024 → Present
    Capital Investment Advisors
    Atlanta, GA
Previous Registrations
  • 2023-04-03 → 2024-03-05
    Greenwood Village, CO
  • 2019-01-22 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-13
S65 Uniform Investment Adviser Law Examination 2019-01-22
  • S63 Uniform Securities Agent State Law Examination
    2023-12-13
  • S65 Uniform Investment Adviser Law Examination
    2019-01-22
Designations
  • Certified Financial Planner
Other Names
  • Bill Skiles
  • Billy Skiles
  • William Skiles
  • William Michael Skiles

View on SEC IAPD

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