Adria Erin Demeo
Investment adviser representative at Capital Investment Advisors, LLC
10 yearsExperience
2 statesRegistered in
$8.2BFirm assets
15 yearsFirm in business
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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
10 years in the industry.
- Capital Investment Advisors, LLCJun 2020 to now
- Harwood Advisory Group, LLCAug 2019 to May 2020
- T. Rowe Price Investment Services, Inc.Aug 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5858023
- Firm CRD
- 158055