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David Max Garrison

CAPITAL INVESTMENT MANAGEMENT, INC·LEE'S SUMMIT, Missouri
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608 S.W. 3RD ST., LEE'S SUMMIT, MO 64063CRD# 1803012Firm CRD# 113917
01

About

David Max Garrison is a registered financial advisor based in LEE'S SUMMIT, Missouri, affiliated with CAPITAL INVESTMENT MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPITAL INVESTMENT MANAGEMENT, INC
CAPITAL INVESTMENT MANAGEMENT, INC
AUM
$426M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CAPITAL INVESTMENT MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 1803012
Firm CRD# 113917
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Max Garrison offer?
David Max Garrison specializes in Financial Planning, Investment Management. Contact their office in LEE'S SUMMIT, Missouri for a consultation.
What are David Max Garrison's credentials?
David Max Garrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Max Garrison located?
David Max Garrison is based in LEE'S SUMMIT, Missouri, working with CAPITAL INVESTMENT MANAGEMENT, INC. Their office serves clients in the LEE'S SUMMIT metropolitan area and surrounding communities.
How does David Max Garrison charge for services?
David Max Garrison's firm is compensated through percentage of aum, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL INVESTMENT MANAGEMENT, INC?
CAPITAL INVESTMENT MANAGEMENT, INC has approximately 8 employees and manages $426M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEE'S SUMMIT
Troy Roland Schuster — CAPITAL INVESTMENT MANAGEMENT, INCWayne Howard Vandeusen — CAPITAL INVESTMENT MANAGEMENT, INCStephen Stricklin — BRIGHT PORTFOLIOS, LLCJonathan Grant Garlow — STRONGBOX WEALTH, LLCCharles Sherwood Cooper — STRONGBOX WEALTH, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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