Adviser and broker representative · Capital Investment Advisory Services, LLC
James A. Mothorpe
CRD 2786182 · Peachtree City, GA
At a glance
James A. Mothorpe is an investment adviser representative with Capital Investment Advisory Services, LLC in Peachtree City, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2015, about 11 years ago. James is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Capital Investment Advisory Services, LLCSince September 2015Peachtree City, GA · $2.4B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.