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CAPITAL INVESTMENT MANAGEMENT INC.

CRD 122600 · SEC 801-68675

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$75.9M

Discretionary AUM

$0

Team

2 total employees; 1 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-25

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals127$24.4M
High net worth individuals16$51.3M

All web addresses on file

Official SEC filing: View on IAPD