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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-08-01 |
| TX | RA | APPROVED | 2011-07-25 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Advisors, Llc | Atlanta | GA | 10/2010 | Present |
| Wela Strategies, Llc | Atlanta | GA | 06/2009 | 02/2017 |
| Mare, Llc | Atlanta | GA | 12/2013 | Present |
| Mam Group, Llc | Atlanta | GA | 12/2013 | Present |
| Capital Accounting & Tax, Llc | Atlanta | GA | 01/2009 | 06/2023 |
| Wela Strategies, Inc. | Atlanta | GA | 02/2017 | 12/2025 |
| Benjamin, Llc | Atlanta | GA | 10/2018 | 03/2023 |
| Benjamin Technology, Inc. | Wilmington | DE | 05/2020 | 03/2023 |
(i) Matt has indirect ownership in various general partnerships to the various special purpose vehicles of Altera Private Access, LLC, an affiliated registered investment adviser. Time spent varies but does not exceed 1% during trading hours; (ii) Author of "Ready to be Rich" and "Dr. Cole Cash Will See You Now"; (iii) MARE Group, LLC, Atlanta, GA; Consulting; Not investment related; 5% per month. (iv) MAM Group, LLC, 10 Glenlake Pkwy, NE, North Tower, Suite 1000, Atlanta, GA 30328; Consulting; Not investment related; 5% per month. (v) Personal website: Not investment related; www.mattreiner.com, started 9/1/2018. Info regarding Book/Public Speaking, Owner, Atlanta GA; 1 Hr/month, 1 Hr/month during trading hours; website for Matt Reiner; (vi) Summer Shade LLC; Non-investment related; Atlanta, GA; Nature of the business: LLC for personal investments; Position: Owner; Start of relationship: 7/16/2025; Approximate number of hours/month devoted to the other business: 0%; Number of hours devoted to the other business during securities trading hours: 0 hours; (vii) The FutureProof Advisor; 1347 Northview Ave. NE Atlanta, GA 30306; Not investment related; Start of relationship: 1/1/2025; Nature of business: Thought leadership; Position: President; Approximate number of hours/month devoted to the other business: 20; Number of hours during securities trading hours: 15; Duties: Create and promote content for the advisor community to help them futureproof their advisory firm. (viii) Through his Trust, Matt Reiner is a principal owner in Capital Affiliate Holdings, LLC (“CAH”), the owner of Capital Investment Advisors, LLC (“CIA”), a registered investment adviser. He spends the majority of his time on CIA matters. He is a member of the Board of Managers for CAH, and when circumstances require it, he provides managerial guidance and other operational support to its portfolio of businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-09 |
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