James Clarke Mack

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

• 02/2019 → 07/2022
  Creative Financial Group
  Atlanta, GA
• 12/2017 → 02/2019
  Jon Baker Financial Group
  Atlanta, GA
• 02/2016 → 09/2019
  Nas Insurance Services
  Atlanta, GA
• 09/2016 → 02/2019
  Cains Hill Group, Big Sky Buckhead
  Atlanta, GA
• 07/2022 → 06/2024
  Synovus Securities Inc.
  Atlanta, GA
• 06/2024 → 12/2024
  Capital Investment Advisors
  Atlanta, GA
• 01/2025 → 12/2025
  Capital Investment Advisors
  Atlanta, GA
• 01/2025 → Present
  Capital Investment Advisors
  Atlanta, GA

Previous Registrations

• 2022-11-07 → 2024-06-13
  Synovus Securities, Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-01

Designations

• Certified Financial Planner

Other Names

• James Mack