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CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639 · SEC 801-15052
111 E. WISCONSIN AVE, SUITE 1310, MILWAUKEE, WI, 53202, United States
Phone
414-278-7744
Fax
414-278-8403
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.31B
Discretionary AUM
$1.31B
Team
9 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-12-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 642 | $178.8M |
| High net worth individuals | 256 | $898.6M |
| Pension/profit sharing plans | 10 | $53.6M |
| Charitable organizations | 21 | $123.7M |
| Corporations/business entities | 8 | $59.6M |
States served
AZ, CA, CO, IL, IA, LA, MI, MN, NY, OH, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD