Christopher Alan Wolff
Investment adviser representative at Capital Investment Management, Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$558.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Cambridge Investment Research IncAug 2025 to now
- Capital Investment Management, IncAug 2025 to now
- Country Club Trust CompanyOct 2017 to Jul 2025
- Tower Wealth ManagersOct 2017 to Jan 2022
- American Century Investment Services, Inc.Jan 2017 to Oct 2017
- Copper FinancialDec 2015 to Dec 2016
- Communityamerica Financial Solutions, LLCNov 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Capital Investment Management, Inc
$558.9MAssets managed
1,072Clients
5Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4925213
- Firm CRD
- 113917