Chase Tucker Strait
Investment adviser representative at Capital Investment Advisors, LLC
10 yearsExperience
1 stateRegistered 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, LLCSep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Deep South LacrosseSep 2021 to Jan 2022
- Seminole State CollegeAug 2021 to Dec 2021
- Island Wing CompanyJun 2021 to Aug 2022
- Saint Leo UniversityAug 2020 to May 2024
- Lake Mary High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7989852
- Firm CRD
- 158055