David Max Garrison
Investment Adviser Representative at CAPITAL INVESTMENT MANAGEMENT, INC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Max Garrison has worked in the securities industry since 1988. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Kansas, Missouri, and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| WealthPort 0-500k | 1.25% |
| WealthPort 500k-1M | 1.10% |
| WealthPort 1M-2M | 1.00% |
| WealthPort 2M-3M | 0.90% |
| WealthPort 3M-5M | 0.80% |
| WealthPort 5M+ | 0.00% |
| CMAP 0-500k | 1.32% |
| CMAP 500k-1M | 1.17% |
| CMAP 1M-2M | 1.07% |
| CMAP 2M-3M | 0.97% |
| CMAP 3M-5M | 0.87% |
| CMAP 5M+ | 0.00% |
Firm-stated minimum; may be waived at the firm's discretion.
Capital Investment Management, Inc Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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