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Managing Partner, Chief Investment Strategist · Capital Investment Advisors, LLC

Wesley H. Moss

CRD 3099346 · 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 Wesley H. Moss on its Form ADV as Managing Partner, Chief Investment Strategist, a control person.

Firms and roles

AtlasMembers

Wesley’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
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wesley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.