Brenden James Urban

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

• 05/2020 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2017 → 01/2018
  Sodexo
  Tallahassee, FL
• 08/2016 → 05/2020
  Florida State University
  Tallahassee, FL
• 03/2018 → 09/2018
  Gvo
  Tallahassee, FL
• 04/2018 → 01/2019
  Moe's Southwest Grill
  Tallahassee, FL
• 03/2019 → 05/2020
  Raymond James
  Tallahassee, FL
• 05/2019 → 08/2019
  Robert Half
  Jacksonville, FL
• 12/2019 → 01/2020
  Chipotle
  Tallahassee, FL
• 04/2021 → 07/2021
  Fidelity Investments
  Atlanta, GA
• 08/2021 → 05/2022
  Invesco
  Atlanta, GA
• 05/2022 → 03/2024
  Wells Fargo Clearing Services, Llc.
  Jacksonville, FL
• 03/2024 → 07/2025
  Capital Investment Advisors
  Atlanta, GA
• 08/2025 → 12/2025
  Wela Strategies, Inc.
  Atlanta, GA
• 08/2025 → 04/2026
  Capital Investment Advisors
  Atlanta, GA
• 04/2026 → Present
  Capital Investment Advisors
  Atlanta, GA

Previous Registrations

• 2025-08-18 → 2025-12-23
  Wela Strategies, Inc.
  Atlanta, GA
• 2022-06-06 → 2024-03-19
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
• 2021-08-03 → 2022-04-22
  Invesco Advisers, Inc.
  Atlanta, GA
• 2021-05-20 → 2021-07-27
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2021-01-15 → 2021-04-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-01-13

Designations

• Certified Financial Planner

Other Names

• Brenden James Urban
• Brenden Urban
• Brenden J Urban