Mitchell B. Reiner

CAPITAL INVESTMENT ADVISORS

Atlanta, GA 30328

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CRD#: 4813240

Professional summary

Mitchell Buddy Reiner, CFP®, CIMA®, who also goes by Mitch Reiner, is a registered financial advisor currently at 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Buddy Reiner's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2008

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 25, 2011 - Present

CAPITAL INVESTMENT ADVISORS, LLC

Office #1: 10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328

RIA

CRD#: 158055

Atlanta, GA

Past

May 17, 2017 - January 18, 2024

ALTERA PRIVATE ACCESS, LLC

RIA

CRD#: 287467

ATLANTA, GA

Past

July 22, 2008 - December 23, 2025

WELA STRATEGIES, INC.

RIA

CRD#: 147762

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".

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
(8/1/2011)

IAR

Texas
(7/25/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/9/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/26/2006

Uniform Investment Adviser Law Examination

Current Firm

CAPITAL INVESTMENT ADVISORS, LLC

CRD#: 158055 / SEC#: 801-72532

RIA

Registered Investment Advisory firm - (7/7/2011 Approved)

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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

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPITAL INVESTMENT ADVISORS LLC (1/2/2026)

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	Cover Page	Report
10/15/2024	Cover Page	Report
10/24/2023	Cover Page	Report

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.

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Mitchell B. Reiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Buddy Reiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL INVESTMENT ADVISORS, LLC

ALTERA PRIVATE ACCESS, LLC

WELA STRATEGIES, INC.

CAPITAL INVESTMENT ADVISORS LLC

Primary Firm SEC Registration

CAPITAL INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/9/2006

Series 65

Date: 1/26/2006

Current Firm

CAPITAL INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPITAL INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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