{
  "crd_number": 309469,
  "slug": "capital-investment-partners-llc-gainesville-ga-309469",
  "primary_business_name": "CAPITAL INVESTMENT PARTNERS LLC",
  "legal_name": "CAPITAL INVESTMENT PARTNERS LLC",
  "dbas": [],
  "city": "Gainesville",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "23580",
  "metro": {
    "cbsa_code": "23580",
    "common_name": "Gainesville",
    "msa_name": "Gainesville, GA",
    "path": "/advisors/ga/gainesville"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-07-31",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-01-27",
  "carried_forward": false,
  "raum_total": 49354067.0,
  "raum_discretionary": 49354067.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 19763263.0,
      "count": 67
    },
    "high_net_worth_individuals": {
      "raum": 29590804.0,
      "count": 18
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "GA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309469",
  "disclosure_items": [
    {
      "item": "11.E(1)",
      "question": "Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "GAINESVILLE",
  "url": "https://advisorcensus.com/firm/capital-investment-partners-llc-gainesville-ga-309469",
  "display_name": "Capital Investment Partners LLC",
  "summary": "Capital Investment Partners LLC is a state-registered investment advisory firm in Gainesville, GA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.",
  "citation": "AdvisorCensus. Capital Investment Partners LLC (CRD 309469): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Capital Investment Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Capital Investment Partners LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Capital Investment Partners LLC located?",
      "a": "Capital Investment Partners LLC's principal office is in Gainesville, GA, according to its Form ADV."
    },
    {
      "q": "Is Capital Investment Partners LLC registered with the SEC or a state?",
      "a": "Capital Investment Partners LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309469."
    },
    {
      "q": "How much does Capital Investment Partners LLC manage?",
      "a": "Capital Investment Partners LLC reports $49,354,067 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Capital Investment Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (18)."
    },
    {
      "q": "Does Capital Investment Partners LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309469"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/capital-investment-partners-llc-gainesville-ga-309469.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 67,
      "fewer_than_5": false,
      "raum": 19763263.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 18,
      "fewer_than_5": false,
      "raum": 29590804.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309469",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}