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| Capital Investment Management Inc
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|---|---|
| CRD # | 113917 |
| SEC # | 801-76972 |
| CIK # | 0000949308, 0001588456, 0001623019, 0001112289, 0001778185, 0001732854, 0002129592, 0000897226, 0002003078, 0001061630 |
| AUM | 558.9 M (2026-04-16) |
| Employees | 10 (50% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 816-246-1212 |
| Address | 608 SW 3rd St Lees Summit, MO 64063 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 1.1 | ||
| Microsoft Corp | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Nvidia Corp | 0.7 | ||
| Astrazeneca PLC | 0.7 | ||
| Total Sa | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Philip Morris International Inc | 0.4 | ||
| Tesla Motors Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($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] | |
| 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 | [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] | |
| D | [0002129592] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 80 |
| Serves | Institutional, Retail, Research |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2026-03-17 | Sell | 452 | $19.13 | 8,647 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2026-01-15 | Grant | 809 | $19.50 | 15,776 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2026-01-15 | Grant | 3,300 | $19.50 | 64,350 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2026-01-15 | Grant | 2,550 | $19.50 | 49,725 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2026-01-15 | Grant | 1,534 | $19.50 | 29,913 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-31 | Sell | 3,131 | $19.24 | 60,240 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-25 | Gift | 10,777 | $0.00 | |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-17 | Sell | 1,012 | $20.31 | 20,554 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-17 | Sell | 400 | $20.29 | 8,116 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-15 | Grant | 36,843 | $0.00 | |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-15 | Grant | 15,337 | $0.00 | |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-15 | Grant | 14,448 | $0.00 | |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-15 | Grant | 54,799 | $0.00 | |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-01 | Sell | 506 | $19.38 | 9,806 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-10-22 | Grant | 4,253 | $18.37 | 78,128 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-10-15 | Grant | 2,620 | $18.51 | 48,496 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-10-15 | Grant | 1,576 | $18.51 | 29,172 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-10-15 | Grant | 3,391 | $18.51 | 62,767 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-10-15 | Grant | 831 | $18.51 | 15,382 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-07-15 | Grant | 1,448 | $19.68 | 28,497 |
| showing 20 of 200 most recent transactions | |||||
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