Wela Strategies

What Wela Strategies does

Wela Strategies is identified in firmographics as an independent investment advisory company headquartered in Atlanta, Georgia, with 1-10 employees and a website at welastrategies.com. The broader source data, however, describes Wela Strategies as closely aligned with Capital Investment Advisors, LLC (CIA), a family-owned, fee-only SEC-registered investment advisory firm that has operated since 1996 under the brand 'Your Wealth.' CIA operates across five U.S. office locations — Atlanta, Tampa, Denver, Phoenix, and Dallas — and serves individuals and families across multiple life stages, including professionals and executives, business owners, retirees and pre-retirees, multi-generational families, and young individuals starting their financial planning journey.

The firm's core product is an integrated wealth management platform comprising investment management, retirement planning, financial planning, tax and accounting coordination, estate planning guidance, insurance and health guidance, charitable giving strategies, senior living and elder care support, and specialized planning for business owners and executives. Underlying technology is not disclosed; the firm relies on personalized human advisory services rather than proprietary software or algorithmic differentiation. Supporting the core advisory work is a content and education funnel that includes a Roth Conversions Guide ebook, a 101 Trips To Take In Retirement resource, a Happy Retirement Planner, a Core Pursuit Finder, and a Money & Happiness Quiz, largely driven by co-founder and Chief Investment Strategist Wes Moss via books, podcasts, and media appearances.

CIA's business model is fee-only recurring advisory revenue: clients are charged advisory fees rather than product commissions, aligning the firm with a fiduciary standard. The go-to-market is sales-led, with 'Schedule Appointment' calls-to-action driving prospects into initial consultations, complemented by phone-based inside sales (888-531-0018) and in-person meetings across the five regional offices. The firm is privately held, family-owned, and operates as an LLC with no disclosed institutional investment, parent company, or acquisition history.

Name

Wela Strategies

Legal name

Capital Investment Advisors, LLC

Website

https://welastrategies.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Wela Strategies, aligned with Capital Investment Advisors, is a family-owned, fee-only SEC-registered investment advisory firm providing retirement income planning and integrated wealth management to individuals and families across five U.S. office locations.

Ownership category

akta.pro rank

Product category

Wealth Management / Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment advisory services
• Retirement income planning
• Wealth management
• Financial planning
• Fee-only advisory

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fee-Only Advisory Services: Capital Investment Advisors is described as a fee-only SEC-registered investment advisory firm. As a fee-only advisor, they do not earn commissions on products sold, which aligns with a fiduciary approach to financial planning and wealth management.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Capital Investment Advisors is a family-owned, fee-only SEC-registered investment advisory firm founded in 1996 that provides retirement income planning and wealth management services. The firm delivers personalized, purpose-driven financial roadmaps to individuals and families, with services spanning investment management, retirement planning, tax and accounting, estate planning, insurance and health guidance, charitable giving, and senior living advisory.

Product overview

Capital Investment Advisors is a family-owned, fee-only SEC-registered investment advisory firm that has helped families plan for retirement since 1996. The firm offers a unified wealth management platform that integrates investment management, retirement planning, financial planning, tax and accounting services, estate planning, insurance guidance, charitable giving strategies, and senior living support. The core services work together to create a coordinated strategy designed to grow, protect, and support client wealth over time. Additionally, the firm provides educational resources including the Roth Conversions Guide ebook, 101 Trips To Take In Retirement, Happy Retirement Planner, Core Pursuit Finder, and a Money & Happiness Quiz to support client education and planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management
• Retirement Income Planning

Named customers6 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Travel and Cruise AuthorityminorOthersReferenced in client spotlight as a travel partner that helped clients plan trips. This appears to be an informal referral relationship rather than a formal partnership.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Creative Planning: One of the largest independent, fee-only RIAs in the U.S., serving HNW families with integrated wealth, tax, and estate planning. Comparable fee-only, multi-office model with broad service stack.
• Edelman Financial Services: Fee-only, SEC-registered RIA serving individuals and families with retirement and wealth planning. Comparable business model, multi-office footprint, and fiduciary positioning to Capital Investment Advisors.
• Buckingham Strategic Wealth: Fee-only RIA with multiple offices providing evidence-based financial planning, retirement, and tax strategies to individuals and families. Closely matches CIA's fee-only fiduciary model.
• Savant Wealth Management: Fee-only, fiduciary RIA with multiple offices serving individuals and families with retirement, tax, and estate planning. Comparable integrated services and Sun Belt/Midwest footprint.
• Halbert Hargrove: Long-standing fee-only RIA with multi-office presence serving individuals, families, and institutions with comprehensive financial planning. Comparable independent, fee-only model.
• Ritholtz Wealth Management: Fee-only RIA built around thought-leadership content (Barry Ritholtz) and serving HNW individuals with retirement and financial planning. Highly comparable to CIA's Wes Moss-driven media engine.
• Mariner Wealth Advisors: Large multi-office RIA offering comprehensive wealth management to individuals, families, and business owners. Comparable client segments and integrated financial planning offerings.
• Carson Group: RIA platform serving independent advisors and their clients with wealth management, coaching, and back-office support. Comparable multi-office advisor model serving retirement-age clients.

Broad incumbents

• Vanguard Personal Advisor Services: Large incumbent offering hybrid robo-advisor with human advisory services at low fee points. Competes with CIA on retirement planning but at scale with technology-enabled delivery.
• Schwab Wealth Advisory: Charles Schwab's fee-based advisory service combining digital tools with human advisors. Broad incumbent competing for the same retirement-age demographic across national footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/welastrategies
• LinkedInlinkedin.com/company/wela-strategies-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wela Strategies