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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Investment Management Inc
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|---|---|
| CRD # | 113917 |
| SEC # | 801-76972 |
| CIK # | 0001732854, 0001112289, 0001778185, 0000897226, 0001061630, 0002003078, 0001623019, 0000949308, 0001588456, 0001074273 |
| AUM | $477.1 M (2025-05-09) |
| Employees | 9 (44% Investors, 44% Brokers) |
| Phone | 816-246-1212 |
| Address | 608 SW 3rd St Lees Summit, MO 64063 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 1.0 | ||
| Broadcom Inc | 1.0 | ||
| Facebook Inc | 0.8 | ||
| Nvidia Corp | 0.5 | ||
| Philip Morris International Inc | 0.4 | ||
| Netflix Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Tesla Motors Inc | 0.3 | ||
| Royal Caribbean Cruises Ltd | 0.3 | ||
| Lilly Eli & Co | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 965 | 284.4 |
| (b) Individuals (high net worth individuals) | 92 | 192.7 |
| (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 | 1,057 | 477.1 |
| By Discretionary | ||
| Discretionary | 1,057 | 477.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,057 | 477.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 477.1 | |
| Total | 1,057 | 477.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000897226] | |
| SC 13G | [0000897226] | |
| 13F-NT | [0000949308] | |
| SC 13G | [0000949308] | |
| 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] | |
| D | [0002003078] |
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