Overview
Assets Under Management: $477 million
Headquarters: LEE'S SUMMIT, MO
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Frequently Asked Questions
CAPITAL INVESTMENT MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113917), CAPITAL INVESTMENT MANAGEMENT, INC is subject to fiduciary duty under federal law.
CAPITAL INVESTMENT MANAGEMENT, INC is headquartered in LEE'S SUMMIT, MO.
CAPITAL INVESTMENT MANAGEMENT, INC serves 92 high-net-worth clients according to their SEC filing dated May 09, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL INVESTMENT MANAGEMENT, INC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CAPITAL INVESTMENT MANAGEMENT, INC manages $477 million in client assets according to their SEC filing dated May 09, 2025.
According to their SEC Form ADV, CAPITAL INVESTMENT MANAGEMENT, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,057
Discretionary Accounts: 1,057
Regulatory Filings
CRD Number: 113917
Filing ID: 1988555
Last Filing Date: 2025-05-09 08:42:00
Website: https://cimadvisors.com