A complete list of active advisors currently associated with Capital Investment Management
Warmer can help you find a great advisor at Capital Investment Management or one who fits your needs even better.
Capital Investment Management is a small, state-registered investment adviser that primarily serves individual clients—particularly those who are retired or preparing for retirement—and manages individual brokerage accounts. The firm provides continuous investment advice and discretionary portfolio management alongside a separate, goals-based financial planning service focused on retirement preparation. The firm describes a value-oriented investment approach using fundamental analysis across cash, currencies, stocks, bonds, bear-market positions, alternative strategies, and precious metals, and it offers several defined strategies (Focused, Growth, Strategic Rising Dividend, Moderate, Conservative). Its financial planning process is retirement-centered and stress-tests clients’ resources—investment and bank accounts, retirement accounts, real estate, pensions, and Social Security—while taking taxes and inflation into account and suggesting alternative solutions when projections show elevated risk. A few features distinguish the firm from many peers: it offers formal financial planning to individual, non‑high‑net‑worth clients and provides portfolio management to those individuals, both of which are statistically uncommon for firms in this category, and it uses percentage-of-assets management fees rather than more common fee arrangements. The firm operates on a modest scale (under $10 million in assets and a small client base), does not act as a private fund adviser, and maintains a concentrated Focused Strategy (large weights in a limited number of stocks) as well as a Strategic Rising Dividend approach that can hold sizable cash allocations when valuations appear elevated.
To learn more about the advisors currently working at Capital Investment Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Edmonds, WA
| 24
|
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