Patrick Johnson
Investment adviser representative at Capital Investment Advisors
13 yearsExperience
1 stateRegistered in
$373.6MFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Capital Investment Advisors, Inc.Jul 2019 to now
- Cambridge Investment Research, Inc.Sep 2018 to now
- Capital Asset Management GroupJun 2017 to now
- Mb AdvisorsAug 2015 to May 2017
- Salisbury UniversityJun 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (DC).
Capital Investment Advisors
Legal name: Capital Investment Advisors, Inc.
$373.6MAssets managed
437Clients
6Advisers
9 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
- 6664178
- Firm CRD
- 118269