AdFi
JM

Justyn Marsalis Grady

Investment Adviser Representative at Capital Investment Advisors, LLC

Atlanta, GACRD #7705567Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Justyn Marsalis Grady is an investment adviser representative with Capital Investment Advisors, LLC in Atlanta, GA, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including WELA Strategies, Inc. and Beacon Pointe Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Georgia and Texas.

Office

10 Glenlake Parkway, North Tower, Suite 1000
Atlanta, GA 30328

Advisors at this office: 37

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/2/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Capital Investment Advisors, LLCCurrent
10/2/2025 – Atlanta, GA
WELA Strategies, Inc.
10/2/2025 – 12/23/2025Atlanta, GA
Beacon Pointe Advisors, LLC
9/4/2023 – 9/4/2025Greensboro, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Beacon Pointe Advisors, LLC
    Mar 2022 – Sep 2025Greensboro, NC
  2. Homepointe Financial
    Sep 2020 – Mar 2022Greensboro, NC
  3. NC State Employees Credit Union
    May 2014 – Sep 2020Greensboro, NC
  4. Capital Investment Advisors
    Sep 2025 – no end date reportedAtlanta, GA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Capital Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
57
Offices listed on AdvisorFinder:
8
Main office:
Atlanta, GA
SEC file number:
801-72532

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 6, 2026

View full firm profile

Other advisors at Capital Investment Advisors, LLC

Showing 12 of 57 in the directory

View Capital Investment Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justyn Marsalis Grady has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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