Lee's Summit, MO S.W. 3rd St. 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
608 S.W. 3rd St.
Lee's Summit MO 64063
Advisors at this office
3
Advisors at this office
Matthew S
CFP®, Series 63, Series 65
Lee's Summit, MO
Capital Investment Management, Inc
Matthew Shull is a CFP®-designated financial advisor at Capital Investment Management, Inc. in Lee's Summit, MO, with 18 years of industry experience. He has been with Capital Investment Management since 2016 and also works with Cambridge Investment Research. Shull is licensed as an independent insurance agent in addition to his advisory role. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm manages over $558 million in discretionary assets and utilizes multiple co-advisory and managed account platforms to deliver portfolio management.
Christopher W
CFP®, Series 63, Series 66
Lee's Summit, MO
Capital Investment Management, Inc
Christopher Wolff is a CFP® with 17 years of industry experience, currently serving at Capital Investment Management, Inc. in Lee's Summit, MO. His prior experience includes roles at Country Club Trust Company, Tower Wealth Managers, and Creative Planning, among others. Capital Investment Management, Inc. serves individuals, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm manages approximately $558.9 million in discretionary assets across more than 1,000 client relationships and utilizes a range of co-advisory and managed account platforms to deliver portfolio management.
Faith H
CFP®, Series 66
Lee's Summit, MO
Capital Investment Management, Inc
Faith Hutchins is a CFP® and Series 66-registered advisor at Capital Investment Management, Inc. with two years of industry experience. Prior to entering financial services, she worked in the hospitality sector and spent several years in education. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm employs a program-based approach leveraging multiple managed account platforms to serve a large client base efficiently.
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