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⚲
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| Capital Investment Management Inc
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|
|---|---|
| CRD # | 113917 |
| SEC # | 801-76972 |
| CIK # | 0001074273, 0002129592, 0001061630, 0002124549, 0001588456, 0001623019, 0000897226, 0001732854, 0001778185, 0001112289 |
| AUM | $558.9 M (2026-04-16) |
| Employees | 10 (50% Investors, 50% Brokers) |
| Phone | 816-246-1212 |
| Address | 608 SW 3rd St Lees Summit, MO 64063 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 932 | 278.5 |
| (b) Individuals (high net worth individuals) | 140 | 280.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,072 | 558.9 |
| By Discretionary | ||
| Discretionary | 1,072 | 558.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,072 | 558.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 558.9 | |
| Total | 1,072 | 558.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000897226] | |
| SC 13G | [0000897226] | |
| 10-K | [0001061630] | |
| 10-Q | [0001061630] | |
| 3 | [0001061630] | |
| 4 | [0001061630] | |
| 5 | [0001061630] | |
| 8-K | [0001061630] | |
| SC 13D | [0001061630] | |
| SC 13G | [0001061630] | |
| 13F-HR | [0001074273] | |
| SC 13G | [0001074273] | |
| 13F-HR | [0001112289] | |
| 13F-HR | [0001588456] | |
| SC 13D | [0001588456] | |
| SC 13G | [0001588456] | |
| 10-K | [0001623019] | |
| 10-Q | [0001623019] | |
| 3 | [0001623019] | |
| 4 | [0001623019] | |
| 8-K | [0001623019] | |
| SC 13G | [0001623019] | |
| 13F-HR | [0001732854] | |
| 13F-HR | [0001778185] | |
| 13F-NT | [0001778185] | |
| 13F-HR | [0002124549] | |
| D | [0002129592] |
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|---|---|---|
|
Reedmark Advisors LLC
✚
|
NJ | 0.6 |
|
Jackson Square Capital LLC
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|
CA | 0.6 |
|
Boyum Wealth Architects LLC
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|
MN | 0.6 |
|
Dara Capital US Inc
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|
FL | 0.6 |
|
Brooklyn FI LLC
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|
NY | 0.6 |
|
Guidance Point Advisors LLC
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|
0.6 | |
|
Hobart Private Capital LLC
✚
|
NC | 0.6 |
|
Nicollet Investment Management Inc
✚
|
MN | 0.6 |
|
Global View Investment Advisors LLC
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|
SC | 0.6 |
|
Creekside Partners Financial Advisers LLC
✚
|
CA | 0.6 |