UBS Financial Services
47yrs
Top 1% by experience in Atlanta
17yrs
Ryan Ely has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Atlanta, Georgia. Ryan has been with Capital Investment Advisors since 2011; before that, Ryan spent 16 years at Wela Strategies. Capital Investment Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?Top 25% by experience at Capital Investment Advisors
Office10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$1.36 million
Advisors at the firm59
States licensed ?2 states
Services through Capital Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2011 – nowCapital Investment Advisors, LLCCurrent firm
- Apr 2010 – Aug 2011Capital Investment Advisors LLCPreviously
- 2010 – 2025Wela Strategies, Inc.Previously
Contact Ryan
(404) 531-0018Capital Investment Advisors main office 10 Glenlake Parkway North Tower, Suite 1000Atlanta, GA 30328Office · Get directions
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Capital Investment Advisors at (404) 531-0018 and ask for Ryan Ely. Ryan works from the Atlanta, GA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2010, about 17 years. Top 25% by experience at Capital Investment Advisors.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Capital Investment Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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