Capital Investment Management Inc.

Overview

Capital Investment Management Inc. is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm’s advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — effectively acting as a capital allocator that sources and places client capital with third-party managers and pooled vehicles. Its fee mix combines a percentage-of-AUM model with hourly charges. Filings indicate the firm operates chiefly in a non-discretionary capacity; client relationships appear oriented around collaborative decision-making rather than unilateral trading authority. The practice does not position itself as an ESG-focused manager and is not structured as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices