Senior Vice President · Capital Investment Management, Inc
David M. Garrison
CRD 1803012 · Named on Form ADV at one SEC-registered adviser
At a glance
Capital Investment Management, Inc, an SEC-registered wealth manager based in Lee's Summit, MO with $559 million in regulatory assets, lists David M. Garrison on its Form ADV as Senior Vice President, a control person.
Firms and roles
- Capital Investment Management, IncSenior Vice PresidentWealth manager · Lee's Summit, MO · $559M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Troy R. SchusterPresident/chief Compliance Officer, Capital Investment Management, Inc
- Matthew T. ShullSecretary, Capital Investment Management, Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.