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Curt Edwin Klein

Capital Investment Advisors, LLC

Atlanta, GA

CRD 2451150

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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
GA RA APPROVED 2011-08-01
TX RA APPROVED 2011-07-25
  • GA RA
    APPROVED
    Since 2011-08-01
  • TX RA
    APPROVED
    Since 2011-07-25

Branch Locations

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • 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
Capital Investment Advisors, Llc Atlanta GA 10/2010 Present
Wela Strategies, Llc Atlanta GA 06/2008 02/2017
Wela Strategies, Inc. Atlanta GA 02/2017 12/2025
  • 10/2010 → Present
    Capital Investment Advisors, Llc
    Atlanta, GA
  • 06/2008 → 02/2017
    Wela Strategies, Llc
    Atlanta, GA
  • 02/2017 → 12/2025
    Wela Strategies, Inc.
    Atlanta, GA
Previous Registrations
  • 2008-07-29 → 2025-12-23
    Wela Strategies, Inc.
    Atlanta, GA
  • 2004-10-15 → 2011-08-01
    Capital Investment Advisors Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-12-12
S63 Uniform Securities Agent State Law Examination 1994-02-10
  • S65 Uniform Investment Adviser Law Examination
    1995-12-12
  • S63 Uniform Securities Agent State Law Examination
    1994-02-10

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

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