Lee's Summit, MO NW Blue Parkway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Capital Investment Management, Inc
Team
Firm-wide stats for Capital Investment Management, Inc
About
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.
Based on Capital Investment Management, Inc
Expertise
Based on Capital Investment Management, Inc
Location
740 NW Blue Parkway, Suite 301
Lee's Summit MO 64086
Advisors at this office
2
Advisors at this office
Troy S
CFP®, Series 63, Series 65
Lee's Summit, MO
Capital Investment Management, Inc
Troy Schuster is a CFP® professional with 26 years of experience in financial advising. He has been with Capital Investment Management, Inc. since 2003 and has worked with Cambridge Investment Research, Inc. for the past 15 years. Outside of finance, he is active as a percussionist and serves as president of the Choral Guild of Kansas City. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm utilizes model portfolios and outside strategists within managed-account programs and supplements investment services with tax planning and estate document offerings for larger households.
David G
CFP®, Series 63, Series 65
Lee's Summit, MO
Capital Investment Management, Inc
David Garrison is a CFP® professional with 37 years of experience in the financial services industry. He has worked at Capital Investment Management, Inc. since 1998 and has been associated with Cambridge Investment Research, Inc. since 2011. Garrison is a member of Capital Tax Consulting, LLC, a related tax and consulting entity, though he is not involved in its day-to-day operations. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses model portfolios and outside strategists within managed-account platforms to build customized portfolios and supplements investment services with tax planning and estate-document offerings.
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