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Multi-Family OfficeRIA · CRD 119481State-Registered Investment Adviser

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Capital Investment Management

Capital Investment Management was established in 1998. It functions as a wealth manager and registered investment advisor. The firm supplies investment...

Overview

Capital Investment Management was established in 1998. It functions as a wealth manager and registered investment advisor. The firm supplies investment advisory services that include financial planning and portfolio management. It serves individuals, trusts, estates, and charitable organizations across the United States. No dated operational events from the last 24 months appear in available records. Team size and additional offices remain unreported. The firm maintains a conventional RIA structure focused on client advisory relationships without disclosed external vehicles or club memberships.

General information

Firm type

Multi Family Office

Year founded

1998

Location

Region

North America

Country

United States

City

Lee’s Summit, Missouri

Corporate office

Lee's Summit, MO, United States

Frequently asked questions

Who does Capital Investment Management advise?

The firm advises individuals, trusts, estates, and charitable organizations.

What services does Capital Investment Management provide?

It provides investment advisory services that include financial planning and portfolio management.

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