John
Girouard

Capital Investment Advisors

CRD#1150948
Investment Advisor
in Washington, DC

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About this Advisor

John Girouard is a financial advisor based in Washington, District of Columbia, working with Capital Investment Advisors. John has previously held positions at Agi Financial Services Inc, Capital Investment Advisors, Inc, Capital Financial Planning Group, Capital Asset Management Group, Capital Benefit Planning Group, Capital Insurance Group, and Cambridge Investment Research, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware, District of Columbia, Maryland, Pennsylvania, and Virginia. Currently, John is part of Capital Investment Advisors, which operates out of Washington, District of Columbia. The firm has 1 office and 13 employees. The firm manages assets totaling $312.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Capital Investment Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1000 Potomac Street N.W. Suite 300
Washington, DC 20007

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Capital Investment Advisors Brokerage Details

Total Assets Under Management

$311,979,712

DC Average: $4,886,152,200
Total Number of Employees

13

DC Average: 60
Total Number of Accounts

1,969

DC Average: 205
Average Account Size

$158,446

DC Average: $23,834,889

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Girouard Work History

2010 - Present (14 years)

Cambridge Investment Research, Inc

2000 - Present (24 years)

Capital Investment Advisors, Inc

1998 - Present (26 years)

Capital Financial Planning Group

1998 - Present (26 years)

Capital Asset Management Group

1998 - Present (26 years)

Capital Benefit Planning Group

1984 - Present (40 years)

Capital Insurance Group

1983 - Present (41 years)

Agi Financial Services Inc

Disclosures

Please visit the SEC profile of John Girouard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Investment Advisors

Marjorie Opalski
Easton, MD
Robert Brinkman
Washington, DC
Patrick Johnson
Washington, DC
Dionne Thompson
Washington, DC
Samuel Boyd
Bethesda, MD
John Girouard
Washington, DC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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