Maureen McShane
Capital Investment Management · Sykesville, Maryland
Maureen McShane is a fee-only financial advisor at Capital Investment Management in Sykesville, Maryland. Capital Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Capital Investment Management |
|---|---|
| Based in | Sykesville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $75.9M across 301 accounts |
| SEC registration | Investment adviser representative in MD · CRD 4898752 |
| Exams passed | Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.capitalmanage.com |
How Maureen's firm compares
- Capital Investment Management's average account is about $252,000, from its Form ADV (assets managed divided by 301 accounts).
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Questions about Maureen
Is Maureen McShane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maureen holds no broker registration, and Capital Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maureen charge for financial advice?
Maureen's firm, Capital Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Maureen McShane based?
Maureen McShane is based in Sykesville, Maryland.
Is Maureen McShane registered with the SEC?
Yes. Maureen McShane is registered as an investment adviser representative in MD (CRD 4898752), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Investment Management manage?
Capital Investment Management reports $75.9M across 301 accounts in assets under management.
How do I contact Maureen McShane?
Through Maureen's website, www.capitalmanage.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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