Justyn Marsalis Grady
Investment adviser representative at Capital Investment Advisors, LLC
12 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
12 years in the industry.
- Capital Investment Advisors, LLCSep 2025 to now
- Beacon Pointe Advisors, LLCMar 2022 to Sep 2025
- Homepointe FinancialSep 2020 to Mar 2022
- Nc State Employees Credit UnionMay 2014 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7705567
- Firm CRD
- 158055