$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
0 Employees
36 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-27-2002
- Office Locations
- 1
Office Locations
-- Edmonds WA
About Capital Investment Management
Capital Investment Management (CIM Financial Group) is a Seattle-area, Washington-registered independent RIA led by Jeffrey T. Martin, focused on helping retirees and pre-retirees through investment management and financial planning. Client portfolios are built largely with mutual funds and ETFs, with a stated alignment of owning the same securities as clients. Custody support includes Schwab and TD Ameritrade.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$286.2K AVG AUM / CLIENT
24.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
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Services
Focus value
Owner & Executives
J
JEFFREY THOMAS MARTIN
Chief Investment Officer, President, TREASURER
- CRD
- #2679178
- Ownership
- 75% or more
(339) 768-2357
glacier.delta@eaglecapital.com
in linkedin.com/in/pathway-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,303,710 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,303,710 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,303,710
Public Funds:
26.5% Equity - Exchange:
49.4% Cash:
24.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $183,496,644 | 26.5% |
| Equity - Exchange | $342,065,442 | 49.4% |
| Cash | $166,878,079 | 24.1% |
| Total | $692,440,165 | 100.0% |