Ryan Alexander Ely
Financial advisor at Capital Investment Advisors, LLC · Atlanta, GA
Last updated 2026-10-10
Claim your profileRyan Alexander Ely is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, CRD 5147178. Licenses and exams on the registration: Series 65. IAPD registration began 2010-04-16.
Registration
- CRD number
- 5147178
- Registration status
- Active
- IAPD registration
- 2010-04-16
- Industry Experience
- 16 years
- Work Experience
- 17 years
- States registered
- GA, TX
Licenses and exams
- Series 65
Work history
- 2010-10 to Present · Capital Investment Advisors, LLC · Atlanta, GA
- 2009-02 to 2017-02 · Wela Strategies, LLC · Atlanta, GA
- 2017-02 to 2025-12 · Wela Strategies, Inc. · Atlanta, GA
- 2009-02 to Present · Wsb Radio, Producer "money Matters Show" · Atlanta, GA
- 2017-10 to Present · Hyb Partners, LLC · Atlanta, GA
Current employment
- Capital Investment Advisors, LLC · Atlanta, GA
Capital Investment Advisors, LLC
- Regulatory AUM
- $8,212,613,694
- Registered advisors
- 59
- Offices
- 9
- Clients per advisor
- 101.9 (Moderate)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 40.9% (Moderate)
Capital Investment Advisors, LLC: advisors, services and reported ETF investments
About
Ryan Alexander Ely is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA. Reported securities licenses include Series 65. The latest record indicates 16 years of industry experience and 17 years of reported work history.
Capital Investment Advisors, LLC's firm-level Form ADV reports 59 advisors across 9 offices; approximately 101.9 clients per advisor, average assets per client of $1,365,583, and regulatory AUM of $8.2B; client categories including Individuals (non-HNW), High net worth individuals, and Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $4.4B across 283 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ryan Alexander Ely personally.
Reported ETF positions
Capital Investment Advisors reports 283 ETF positions worth $4.4B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DGRO — iShares Core Dividend Growth ETF | $644M |
| IQLT — iShares MSCI Intl Quality Factor ETF | $303.4M |
| SDVY — First Trust SMID Cap Rising Dividend Achievers ETF | $204.1M |
| EMLP — First Trust North American Energy Infrastructure Fund | $189.3M |
| XLK — State Street Technology Select Sector SPDR ETF | $188.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Capital Investment Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $4.5M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $27.8M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | IBDZ — iShares iBonds Dec 2034 Term Corporate ETF | $70.6M | Top 99.8% | Residual alpha +0.78% · Residual Sharpe 0.13 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $1.1M | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Capital Investment Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Sponsor or GP of Pooled Investment Vehicl
Location
10 Glenlake Parkway, Atlanta, GA 30328
59 advisors at this office.
Contact
The firm's filed contact details.
Official record
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