Firm
Capital Investment Management
Sykesville, Maryland
Fee-only
Capital Investment Management at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 143 individual clients, 16 of them high net worth.
- Its average account is about $252,000 (assets it manages divided by its 301 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Sykesville, Maryland |
|---|---|
| Website | capitalmanage.com |
| Phone | (410) 997-6755 |
Capital Investment Management fees
Capital Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $76 million |
| Individual clients | 127 |
| High-net-worth clients | 16 |
| Accounts managed | 301 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-68675) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 122600 |
Advisors at this firm (1)
Other fee-only firms in Maryland
- Capital Squared Financial · Rockville
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- Celestial Wealth Management · Towson
- Champion Financial Planning Group · Annapolis
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- Cornerstone Advisory · Hunt Valley
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