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Advisors / District of Columbia / Washington D.c.
8yrs

Patrick Johnson

Financial advisor at Capital Investment Advisors

Based in Washington D.c., District of Columbia, Patrick Johnson is a fiduciary financial advisor with 8 years of industry experience. Patrick joined Capital Investment Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 22 advisors with offices in Washington D.c., and one of 20 fiduciaries.

Washington D.c., DC 20007Fiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2019)
How that compares ?8 years in the industry
Office1028 33rd Street NW Suite 220, Washington D.c., DC 20007
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$832,705
Advisors at the firm6
States licensed ?1 state

Services through Capital Investment Advisors

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

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 66Uniform Combined State Law Examination

Career

  1. 2019 – now

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call Capital Investment Advisors at (240) 482-4000 and ask for Patrick Johnson. Patrick works from the Washington D.c., DC office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2019, about 8 years. 8 years in the industry.

What licenses does Patrick hold?

Series 66. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Capital Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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