CAPITAL INVESTMENT MANAGEMENT, INC
CRD #113917 SEC #801-76972 LEE'S SUMMIT, MO 816-246-1212
SEC Registered
Total AUM
$477.1M
Discretionary
$477.1M
Employees
9
Clients
251
Accounts
1,057
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $477.1M | $477.1M | $0 | 9 | 102 |
| Mar 2025 | $477.1M | $477.1M | $0 | 9 | 102 |
| Mar 2024 | $425.9M | $425.9M | $0 | 8 | 0 |
| Mar 2023 | $405M | $28.3M | $376.7M | 8 | 0 |
| Mar 2023 | $405M | $28.3M | $376.7M | 8 | 0 |
| Mar 2023 | $393.6M | $349M | $44.7M | 8 | 0 |
| Mar 2022 | $393.6M | $349M | $44.7M | 8 | 0 |
| Mar 2022 | $393.6M | $349M | $44.7M | 8 | 0 |
| Feb 2022 | $336.5M | $287.1M | $49.5M | 8 | 100 |
| May 2021 | $336.5M | $287.1M | $49.5M | 8 | 100 |
| Mar 2021 | $336.5M | $287.1M | $49.5M | 8 | 100 |
| Jun 2020 | $267.6M | $218.3M | $49.3M | 8 | 75 |
| Apr 2020 | $267.6M | $218.3M | $49.3M | 8 | 75 |
| Mar 2020 | $267.6M | $218.3M | $49.3M | 9 | 75 |
| Oct 2019 | $264.6M | $63.4M | $201.2M | 9 | 50 |
| Apr 2019 | $264.6M | $63.4M | $201.2M | 9 | 50 |
| Mar 2019 | $264.6M | $63.4M | $201.2M | 9 | 50 |
| Jul 2018 | $260.8M | $0 | $260.8M | 9 | 50 |
| Jul 2018 | $260.8M | $0 | $260.8M | 6 | 50 |
| Mar 2018 | $260.8M | $0 | $260.8M | 6 | 50 |
| Jun 2017 | $240.1M | $0 | $240.1M | 6 | 801 |
| May 2017 | $240.1M | $0 | $240.1M | 6 | 801 |
| Mar 2017 | $240.1M | $0 | $240.1M | 6 | 801 |
| Mar 2016 | $198M | $10.7M | $187.3M | 6 | 600 |
| Mar 2015 | $191.7M | $191.7M | $0 | 5 | 600 |
| Mar 2014 | $171M | $171M | $0 | 5 | 600 |
| Apr 2013 | $220M | $120M | $100M | 5 | 550 |
| Jul 2012 | $214.9M | $114.9M | $100.1M | 6 | 300 |
DateMay 2025
Total AUM$477.1M
Discretionary$477.1M
Non-Disc.$0
Employees9
Clients102
DateMar 2025
Total AUM$477.1M
Discretionary$477.1M
Non-Disc.$0
Employees9
Clients102
DateMar 2024
Total AUM$425.9M
Discretionary$425.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$405M
Discretionary$28.3M
Non-Disc.$376.7M
Employees8
Clients0
DateMar 2023
Total AUM$405M
Discretionary$28.3M
Non-Disc.$376.7M
Employees8
Clients0
DateMar 2023
Total AUM$393.6M
Discretionary$349M
Non-Disc.$44.7M
Employees8
Clients0
DateMar 2022
Total AUM$393.6M
Discretionary$349M
Non-Disc.$44.7M
Employees8
Clients0
DateMar 2022
Total AUM$393.6M
Discretionary$349M
Non-Disc.$44.7M
Employees8
Clients0
DateFeb 2022
Total AUM$336.5M
Discretionary$287.1M
Non-Disc.$49.5M
Employees8
Clients100
DateMay 2021
Total AUM$336.5M
Discretionary$287.1M
Non-Disc.$49.5M
Employees8
Clients100
DateMar 2021
Total AUM$336.5M
Discretionary$287.1M
Non-Disc.$49.5M
Employees8
Clients100
DateJun 2020
Total AUM$267.6M
Discretionary$218.3M
Non-Disc.$49.3M
Employees8
Clients75
DateApr 2020
Total AUM$267.6M
Discretionary$218.3M
Non-Disc.$49.3M
Employees8
Clients75
DateMar 2020
Total AUM$267.6M
Discretionary$218.3M
Non-Disc.$49.3M
Employees9
Clients75
DateOct 2019
Total AUM$264.6M
Discretionary$63.4M
Non-Disc.$201.2M
Employees9
Clients50
DateApr 2019
Total AUM$264.6M
Discretionary$63.4M
Non-Disc.$201.2M
Employees9
Clients50
DateMar 2019
Total AUM$264.6M
Discretionary$63.4M
Non-Disc.$201.2M
Employees9
Clients50
DateJul 2018
Total AUM$260.8M
Discretionary$0
Non-Disc.$260.8M
Employees9
Clients50
DateJul 2018
Total AUM$260.8M
Discretionary$0
Non-Disc.$260.8M
Employees6
Clients50
DateMar 2018
Total AUM$260.8M
Discretionary$0
Non-Disc.$260.8M
Employees6
Clients50
DateJun 2017
Total AUM$240.1M
Discretionary$0
Non-Disc.$240.1M
Employees6
Clients801
DateMay 2017
Total AUM$240.1M
Discretionary$0
Non-Disc.$240.1M
Employees6
Clients801
DateMar 2017
Total AUM$240.1M
Discretionary$0
Non-Disc.$240.1M
Employees6
Clients801
DateMar 2016
Total AUM$198M
Discretionary$10.7M
Non-Disc.$187.3M
Employees6
Clients600
DateMar 2015
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees5
Clients600
DateMar 2014
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees5
Clients600
DateApr 2013
Total AUM$220M
Discretionary$120M
Non-Disc.$100M
Employees5
Clients550
DateJul 2012
Total AUM$214.9M
Discretionary$114.9M
Non-Disc.$100.1M
Employees6
Clients300