# Capital Investment Partners LLC

> 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.

- CRD: 309469
- Filed as: CAPITAL INVESTMENT PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gainesville, GA
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309469
- AdvisorCensus page: https://advisorcensus.com/firm/capital-investment-partners-llc-gainesville-ga-309469

## Quick answers

**How is Capital Investment Partners LLC compensated?**
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.

**Where is Capital Investment Partners LLC located?**
Capital Investment Partners LLC's principal office is in Gainesville, GA, according to its Form ADV.

**Is Capital Investment Partners LLC registered with the SEC or a state?**
Capital Investment Partners LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309469.

**How much does Capital Investment Partners LLC manage?**
Capital Investment Partners LLC reports $49,354,067 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does Capital Investment Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (18).

**Does Capital Investment Partners LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $49,354,067
- Discretionary: $49,354,067
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $19,763,263 |
| High net worth individuals | 18 | $29,590,804 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(1): 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?
- 11.E(2): 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?
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309469

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Investment Partners LLC (CRD 309469): Form ADV filing data as of October 2026.