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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Capital Investment Management have?","answer":"Capital Investment Management has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Capital Investment Management invest in?","answer":"At the end of its last fiscal year, Capital Investment Management’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Capital Investment Management?","answer":"Capital Investment Management’s direct owners are David Garrison (50% to 75%), Troy Schuster (25% to 50%) and Matthew Shull (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 16 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Capital Investment Management get paid?","answer":"Capital Investment Management is paid through a percentage of assets under management, fixed fees and other compensation. 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