Trustee · Capital Investment Advisors, LLC
Brannan Moss
CRD 7251218 · Named on Form ADV at one SEC-registered adviser
At a glance
Capital Investment Advisors, LLC, an SEC-registered wealth manager based in Atlanta, GA with $8.2 billion in regulatory assets, lists Brannan Moss on its Form ADV as Trustee, a control person.
Firms and roles
- Capital Investment Advisors, LLCTrusteeWealth manager · Atlanta, GA · $8.2B in regulatory assets
AtlasMembers
Brannan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Wesley H. MossManaging Partner, Chief Investment Strategist, Capital Investment Advisors, LLC
- Matthew R. ReinerManaging Partner, Capital Investment Advisors, LLC
- Mitchell B. ReinerManaging Partner, Capital Investment Advisors, LLC
- Holly E. MalloryChief Compliance Officer, Capital Investment Advisors, LLC
- Robert L. SandersChief Financial Officer, Capital Investment Advisors, LLC
1 more person named with Brannan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brannan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.