MR
Mitchell B. Reiner
WELA STRATEGIES
Atlanta, GA 30328
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CRD#: 4813240
MR
Professional summary
Mitchell Buddy Reiner, CFP®, CIMA®, who also goes by Mitch Reiner, is a registered financial advisor currently at WELA STRATEGIES, INC. located in Atlanta, Georgia and CAPITAL INVESTMENT ADVISORS, LLC located in Atlanta, Georgia.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mitchell has worked at 4 firms and has passed the Series 63 and Series 65 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mitch Reiner
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(i) Capital Accounting & Tax, LLC (a subsidiary of Capital Investment Advisors, LLC) - accounting firm, not investment related; Manager; less than 5% of his time, same address as investment adviser. (ii) Indirect owner of Altera Ventures, LLC a holding company for Altera Investments, LLC which owns Altera Private Access, LLC (registered investment adviser) to various special purpose vehicles. Additionally, Mitch has indirect ownership in various general partnerships to the various special purposes vehicles: start date of each general partnership varies based on when the general partner and the SPV is created, time spent on the Altera businesses varies but does not exceed 25% during trading hours, duties include directing the management of the organizations. (iii) MARE Group, LLC, Atlanta, GA; Consulting; Not investment related; 5% per month. (iv) MAM Group, LLC, 10 Glenlake Pkwy, NE, North Tower, Suite 1000, Atlanta, GA 30328; Consulting; Not investment related; 5% per month. (v) Capital Administration, LLC; 10 Glenlake Pkwy, Atlanta, GA 30328; Title: Manager; Nature of business: Advisory/consultant, restaurant operations; Started 11/2024; 100% owner; Oversee the governance and strategy of restaurant; Participation during security trading hours: Less than 1 hour per week
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Buddy Reiner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
July 22, 2008 - Present
WELA STRATEGIES, INC.
Office #1: 10 Glenlake Parkway North Tower, Suite 1010, Atlanta, GA 30328RIA
CRD#: 147762
Atlanta, GA
Current
July 25, 2011 - Present
CAPITAL INVESTMENT ADVISORS, LLC
Office #1: 10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328RIA
CRD#: 158055
Atlanta, GA
Past
May 17, 2017 - January 18, 2024
ALTERA PRIVATE ACCESS, LLC
RIA
CRD#: 287467
ATLANTA, GA
Past
January 27, 2006 - August 1, 2011
CAPITAL INVESTMENT ADVISORS LLC
RIA
CRD#: 108413
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAPITAL INVESTMENT ADVISORS, LLC
CAPITAL INVESTMENT ADVISORS, LLC
CRD#: 158055 / SEC#: 801-72532
RIA
Registered Investment Advisory firm - (7/7/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(7/22/2008)
IAR
Texas(7/25/2011)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
CI
CAPITAL INVESTMENT ADVISORS, LLC
CAPITAL INVESTMENT ADVISORS, LLC
CRD#: 158055 / SEC#: 801-72532
RIA
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Contact information
Main Address
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328
Mailing Address
Phone number
(404) 531-0018
Established
Firm type
Fiscal year end
# of Employees
99
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,529 |
| AUM (Assets Under Management) | $ 6,298,397,792 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | ||
| 10/15/2024 | ||
| 10/24/2023 | ||
| 12/20/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
