Capital Investment Management, Inc
● SEC registered since 2012CRD 113917SEC# 801-76972Lee's Summit, MO
Reg. AUM
$558.9M
Employees
10
Accounts
1,072
Location
Lee's Summit, MO
Capital Investment Management, Inc assets under management
Capital Investment Management, Inc is an investment advisory firm registered with the SEC based in Lee's Summit, MO. The firm has been registered since 2012. It reports $558.9 million in regulatory assets under management and employs 10 people.
Capital Investment Management, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Max Garrison Control | Senior Vice President | 50-75% | 1998 |
| Matthew Tyler Shull | Secretary | 10-25% | 2021 |
| Troy Roland Schuster Control | President/Chief Compliance Officer | 25-50% | 2005 |
Frequently asked questions
How much does Capital Investment Management, Inc manage?
Capital Investment Management, Inc reports $558.9 million in regulatory assets under management on its Form ADV.
How many employees does Capital Investment Management, Inc have?
Capital Investment Management, Inc reports 10 employees.
Where is Capital Investment Management, Inc located?
Capital Investment Management, Inc is based in Lee's Summit, MO and has been SEC-registered since 2012.
Does Capital Investment Management, Inc disclose fund performance?
Capital Investment Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 608 S.w. 3rd St., Lee's Summit, MO 64063 |
| Phone | 816-246-1212 |
| Fax | 816-246-9959 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$558.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$558.9Mregulatory AUM
Discretionary $558.9M