CAPITAL INVESTMENT MANAGEMENT, INC
Total AUM
$558.9M
Employees
10Clients
1,072Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
608 S.W. 3RD ST.
LEE'S SUMMIT
MO 64063
United States
LEE'S SUMMIT
MO 64063
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
816-246-1212
Financials
Total AUM
$558.9M
Accounts
1,072Discretionary
$558.9M
Accounts
1,072Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
932AUM
$278.5M
HNW Individual Clients
140AUM
$280.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES
Compliance
Disclosures
None reported
State Registrations
ARAZCOFLILKSLAMOOKTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.