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Nia A. Alexandria

CAPITAL ADVISORS
AUSTIN, TX 78758
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CRD#: 6939185
NA

Professional summary


Nia Ambriehl Alexandria, who also goes by Nia A Alexandria, Nia Ambriehl Alexandria, Nia Alexandria, is a registered financial advisor currently at CAPITAL ADVISORS, INC. located in Austin, Texas.

Nia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Nia has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Nia A Alexandria | Nia Ambriehl Alexandria | Nia Alexandria

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 Nia Ambriehl Alexandria'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®
None

Experience


Current

December 23, 2025 - Present

CAPITAL ADVISORS, INC.

Office #1: 11501 Alterra Parkway Suite 440, Austin, TX 78758
RIA
CRD#: 104643
AUSTIN, TX
Past

June 7, 2018 - August 11, 2021

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO

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".
CA
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.

CRD#: 104643 / SEC#: 801-14050

RIA
Registered Investment Advisory firm - (9/18/1978 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
Oklahoma
(12/23/2025)
IAR
Texas
(12/23/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/15/2025
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/1/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/1/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CA
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.

CRD#: 104643 / SEC#: 801-14050

RIA
Registered Investment Advisory firm - (9/18/1978 Approved)
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Contact information


Main Address
2222 South Utica Place Suite 300, Tulsa, OK 74114
Mailing Address
Phone number
(866) 230-5879
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (51 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

09 18 2025 CAI FORM ADV PART 2A FINAL (9/18/2025)

Regulatory assets under management


Total Number of Accounts7,297
AUM (Assets Under Management)$ 6,146,880,645

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.

Company Information


CAPITAL ADVISORS, INC.

CRD#: 104643Austin, TX 78758

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