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William Michael Skiles

Investment adviser representative at Capital Investment Advisors, LLC
16 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

16 years in the industry.

  1. Capital Investment Advisors, LLCFeb 2024 to now
  2. Empower Advisory Group, LLCApr 2023 to Feb 2024
  3. Personal Capital Advisors CorporationMay 2019 to Apr 2023
  4. Personal CapitalJan 2017 to May 2019
  5. American Family InsuranceMay 2016 to Jan 2017
  6. United States Army ReserveDec 2010 to Dec 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019
  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
7054289
Firm CRD
158055
Advisor's SEC record (opens in a new tab)
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