Vision Financial Group Georgia — SPRINGFIELD, GA
Marketing Brand301 N Laurel St., Springfield, GA 31329. (912) 295-2222 · Client Login · Vision Financial Group Georgia Home. Menu. Vision Financial Group Georgia Home · Home ... Operating under CAPITAL INVESTMENT ADVISORY SERVICES, LLC (CRD #149124).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Vision Financial Group Georgia,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is CAPITAL INVESTMENT ADVISORY SERVICES, LLC. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD 149124 · IA
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Vision Financial Group Georgia — it reflects the regulatory profile of CAPITAL INVESTMENT ADVISORY SERVICES, LLC.
What This Means
The firm behind this brand has strong transparency practices. Their regulatory filings show comprehensive disclosure across fees, conflicts, and services.
This places them in the 15th percentile of all scored firms.
This firm's regulatory filings show comprehensive disclosure. The full firm profile has the details.
See full score breakdownRegulatory Context
Regulatory oversight is under CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
3 of 101 firm advisors use this brand
CAPITAL INVESTMENT ADVISORY SERVICES, LLC has 101 total registered advisors. 3 operate under the Vision Financial Group Georgia brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(3)
These advisors use the Vision Financial Group Georgia brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.