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CAPITAL INVESTMENT MANAGEMENT, INC
CRD 113917 · SEC 801-76972
608 S.W. 3RD ST., LEE'S SUMMIT, MO, 64063, United States
Phone
816-246-1212
Fax
816-246-9959
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$558.9M
Discretionary AUM
$558.9M
Team
10 total employees; 5 advisory reps; 80 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; SOLICITOR/REFERRAL FEES
Org form
Corporation
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 932 | $278.5M |
| High net worth individuals | 140 | $280.4M |
States served
AZ, AR, CO, IL, KS, LA, OK, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD