| Name | Title | Ownership | Since |
|---|---|---|---|
| Kurt James Halverstadt Control | Managing Member And Chief Compliance Officer | 50-75% | 2009 |
| Sean Anthony Lehmann Control | Managing Member And Compliance Officer (laguna Niguel) | 50-75% | 2009 |
Capital Investment Management, LLC reports $100.1 million in regulatory assets under management on its Form ADV.
Capital Investment Management, LLC reports 3 employees.
Capital Investment Management, LLC is based in Roseville, CA.
Capital Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 564 North Sunrise Avenue, Roseville, CA 95661 |
| Office hours | 8:00 a.m. - 3:30 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $100.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $100.1M |