$75.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
143 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Meridian elementInsight catalyst +more
- Established Date
- 08-11-1998
- Office Locations
- 1
Office Locations
-- Sykesville MD
About Capital Investment Management Inc.
Capital Investment Management (Sykesville, MD) is a fee-based RIA serving individuals and families with goal-based financial planning and portfolio management, using a “Life Map” process to align priorities and build tax-efficient plans. Investment strategies are developed with Dimensional Fund Advisors and Focus Partners Advisors Solutions’ independent investment committee, drawing on academic research. Custody via Fidelity/NFS.
Team overview
-- AVG AGE
$75.9M AVG AUM / ADVISOR
$531.0K AVG AUM / CLIENT
19.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Unlock to compare peer behavior around signal catalyst.
Upgrade to reveal position-level detail across timber frontier.
Unlock to compare peer behavior around pathway zenith.
Open the full profile to inspect shifts in unison oak.
Unlock to see real insight on unison vector vector.
Full visibility includes strategy notes for harbor crest.
Upgrade to reveal position-level detail across fusion zenith.
See the complete signal summary connected to beacon.
Asset Classes
Summit ember
Client Personas
Beacon Fusion capital
Custodian
North Catalyst Bridge fusion
Fund Managers
Legacy crest
Investment Themes
Eagle Value summit
Investment Vehicles
Optima vertex
Services
Summit matrix Harbor ember Prime catalyst Ridge focus Beacon oak Signal Frontier meridian
Technology
North Value Radial vital
Owner & Executives
M
MAUREEN DENISE MCSHANE
Chief Compliance Officer, President
- CRD
- #4898752
- Ownership
- 75% or more
(753) 979-1047
bridge.horizon@focuscapital.com
in linkedin.com/in/alpha-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $106,831 |
| Non-Discretionary | $75,936,992 | -- |
| Total | $75,936,992 | $106,831 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $75,936,992
Public Funds:
32.0% Equity - Exchange:
12.1% Cash:
31.2% U.S. Government/Agency:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,576,339,080 | 32.0% |
| Equity - Exchange | $974,178,215 | 12.1% |
| Cash | $2,511,930,603 | 31.2% |
| U.S. Government/Agency | $1,988,611,727 | 24.7% |
| Total | $8,051,059,625 | 100.0% |