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Samuel Power Boyd

CAPITAL INVESTMENT ADVISORS, INC.·WASHINGTON D.C., District of Columbia
SIE, Series 7, Series 24, Series 66CFPClean record16 years registeredCAPITAL INVESTMENT ADVISORS, INC.
1000 POTOMAC STREET N.W., WASHINGTON D.C., DC 20007CRD# 5708814Firm CRD# 118269

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel Power Boyd · WASHINGTON D.C., DC
Registration
CRD #5708814 · CAPITAL INVESTMENT ADVISORS, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

MARINER INDEPENDENT
Sep 2024 – present
CAPITAL INVESTMENT ADVISORS
Feb 2013 – Sep 2024
BETHESDA, MD
LPL FINANCIAL LLC
Jul 2010 – Feb 2013
ALEXANDRIA, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · July 19, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL INVESTMENT ADVISORS, INC.
CRD 118269 · SEC 801-110008
AUM
$378M
Regulatory assets under management
Employees
12
1,930 client accounts
Services offered by CAPITAL INVESTMENT ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAPITAL INVESTMENT ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Samuel Power Boyd offer?
Samuel Power Boyd specializes in Financial Planning, Investment Management. Contact their office in WASHINGTON D.C., District of Columbia for a consultation.
What are Samuel Power Boyd's credentials?
Samuel Power Boyd holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Samuel Power Boyd located?
Samuel Power Boyd is based in WASHINGTON D.C., District of Columbia, working with CAPITAL INVESTMENT ADVISORS, INC.. Their office serves clients in the WASHINGTON D.C. metropolitan area and surrounding communities.
How does Samuel Power Boyd charge for services?
Samuel Power Boyd's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL INVESTMENT ADVISORS, INC.?
CAPITAL INVESTMENT ADVISORS, INC. has approximately 12 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL INVESTMENT ADVISORS, INC.

John Edward Girouard
WASHINGTON D.C., DC
Catherine Elizabeth Crumley
WASHINGTON D.C., DC
Hilary Tarkington Stowers
WASHINGTON D.C., DC

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