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Faith Elizabeth Boylen

Investment Adviser Representative at CAPITAL INVESTMENT MANAGEMENT, INC

Lee's Summit, MOCRD #7956678Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Faith Elizabeth Boylen has worked in the securities industry since 2024. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Kansas and Missouri.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
KansasMissouri
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/6/2024
Series 7
General Securities Representative Examination
Passed 10/19/2024
SIE
Securities Industry Essentials Examination
Passed 8/17/2024

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
WealthPort 0-500k1.25%
WealthPort 500k-1M1.10%
WealthPort 1M-2M1.00%
WealthPort 2M-3M0.90%
WealthPort 3M-5M0.80%
WealthPort 5M+0.00%
CMAP 0-500k1.32%
CMAP 500k-1M1.17%
CMAP 1M-2M1.07%
CMAP 2M-3M0.97%
CMAP 3M-5M0.87%
CMAP 5M+0.00%
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

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.

CAPITAL INVESTMENT MANAGEMENT, INCCurrent
3/4/2025Lee's Summit, MO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CAPITAL INVESTMENT MANAGEMENT, INC

4 other advisors in the directory

View CAPITAL INVESTMENT MANAGEMENT, INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Faith Elizabeth Boylen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Faith Elizabeth Boylen - Financial Advisor in Lee's Summit, MO | AdvisorFinder