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CAPITAL INVESTMENT SERVICES, LLC
CRD 121567
3500 188TH ST SW, #322, LYNNWOOD, WA, 98037, United States
Phone
425-771-6055
Fax
425-774-5371
Registration
— (—)
Source
State registered
Total AUM
$101.1M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.4M |
| High net worth individuals | 36 | $98.6M |
Official SEC filing: View on IAPD