CAPITAL INVESTMENT SERVICES, LLC
Firm details
- Headquarters
- LYNNWOOD, Washington
- CRD number
- 121567
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.6%
- Individuals2.4%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Capital Investment Services, LLC is a small, privately held advisory firm organized as an LLC and owned by an individual. It focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. The firm is not registered as a multi-state adviser, does not act as a capital allocator, and is not positioned as a pension consultant or related-adviser network. It does not identify as an active ESG investor. An accountant affiliation is noted in its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities25%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities3%
Contacts
2 of 2THOMAS OVER
Certified Financial PlannerCRD 4557122
SCOTT MINNIG
PartnerCRD 4557125
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$194M in ETFs
83%
$161M
2%
$32.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $53.8M | 678,330 | 27.77% |
Location
LYNNWOOD, WA
SNOHOMISH
Location
LYNNWOOD, WA
Headquartered in LYNNWOOD, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- SNOHOMISH
- Address
- 3500 188th St SW
- Time zone
- PT (UTC-8)
- Office locations
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