Capital Investment Services, LLC

Overview

Capital Investment Services, LLC is a small, individual-owned registered investment adviser operating as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and reports a client base concentrated in high-net-worth individuals and families rather than institutional mandates. It does not describe itself as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator. An industry affiliation with accounting professionals is noted, suggesting coordination with tax or accounting advisors for client work.

Assets & Accounts

Public Holdings

Investments & Alternatives