A complete list of active advisors currently associated with Capital Investment Management, Inc

Warmer can help you find a great advisor at Capital Investment Management, Inc or one who fits your needs even better.

Capital Investment Management, Inc. serves individual clients, trusts, estates and charitable organizations and provides discretionary asset management, financial planning, and written retirement plans. The firm reports approximately $558.9 million in discretionary assets across 1,072 client relationships, and offers implementation of securities and insurance products where requested. CIM delivers portfolio management through multiple co‑advisory and managed account platforms, including Cambridge’s WealthPort wrap programs, the CAAP® strategist offerings, Unified Managed Accounts (UMA), and the Cambridge Managed Account Platform (CMAP). Advisors work with clients to select strategists and model portfolios, provide an Investment Policy Statement, and conduct at least annual reviews of strategy and circumstances. Compared with typical team advisers, CIM has an unusually high client load per advisor (over 200 clients per advisor) and relies on program‑based solutions and independent strategists to scale service delivery. The firm’s representatives are also registered with Cambridge and are licensed insurance agents, and CIM has an affiliation with MRH Holdings and Capital Tax and Consulting LLC — including firm disclosures that tax planning and preparation services are offered for households above $500,000 and estate document services for households above $1,000,000 — which the brochure notes as potential sources of conflicts of interest.

To learn more about the advisors currently working at Capital Investment Management, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.