Mitchell Buddy Reiner
Investment adviser representative at Capital Investment Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Mam Group, LLCDec 2013 to now
- MareDec 2013 to now
- New Year Management, LLCDec 2013 to now
- Capital Investment Advisors, LLCOct 2010 to now
- Capital Accounting & Tax, LLCJan 2009 to now
- Benjamin Technology, Inc.May 2020 to Mar 2023
- Benjamin, LLCOct 2018 to Mar 2023
- Altera Private Access, LLCNov 2016 to Dec 2023
- Altera Advisors, LLCNov 2016 to Jun 2022
- Wela Strategies, Inc.Jun 2008 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Capital Investment Advisors, LLC
$8.2BAssets managed
6,014Clients
59Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4813240
- Firm CRD
- 158055