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Matthew Tyler Shull

Investment Adviser Representative at CAPITAL INVESTMENT MANAGEMENT, INC

Lee's Summit, MOCRD #5494307Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
6

Professional summary

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

Matthew Tyler Shull has worked in the securities industry since 2008. They have passed the Series 65, 63, 24, 7, and 6 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 65
Uniform Investment Adviser Law Examination
Passed 4/7/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 3/11/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/11/2015
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/4/2008
Series 24
General Securities Principal Examination
Passed 7/1/2020

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
11/8/2016Lee's Summit, MO
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
7/21/20152/17/2017Lees Summit, MO
PRUDENTIAL FINANCIAL PLANNING SERVICES
4/17/20087/22/2015Lee's Summit, MO

Official records & sources

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

Other advisors at CAPITAL INVESTMENT MANAGEMENT, INC

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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. Matthew Tyler Shull 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.

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Matthew Tyler Shull - Financial Advisor in Lee's Summit, MO | AdvisorFinder