CAPITAL INVESTMENT SERVICES OF AMERICA INC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 110639
- Registered since
- February 21, 1980
- Website
- www.capinv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.37%
- Individuals13.6%
- Charitable Organizations9.41%
- Corporations / Businesses4.53%
- Pension & Profit Sharing Plans4.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Capital Investment Services Of America Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1980. The firm operates on a fee-for-assets model and provides financial planning alongside discretionary portfolio management for individuals, small businesses, and institutional entities. It is not organized as a capital allocator, does not position itself as a multi-state or newly formed adviser, and does not list pension consulting or related-adviser activities. The firm’s client mix includes both individual and family investors as well as institutional accounts. According to filings, Capital Investment Services Of America Inc. does not identify as an active ESG investor; its public-facing investment posture emphasizes traditional equity exposure and discretionary management.
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
- Exchange Traded Equities73%
- Public Funds/Mutual Funds15%
- US Government Bonds6%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1JEFFREY ALLSOP
Chief Investment OfficerCRD 1188753
Contacts
3 of 9Steven Muzzey
AssociateCRD 7612424
Mia Potter
PrincipalCRD 7836003
AMEET KAMATH
Acting PrincipalCRD 2344389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$129M in ETFs
98%
$126M
2%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $37.1M | 479,988 | 28.86% |
Location
MILWAUKEE, WI
MILWAUKEE
Location
MILWAUKEE, WI
Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 111 E Wisconsin Ave
- Time zone
- CT (UTC-6)
- Office locations
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