Capital Investment Services of America INC
Milwaukee, WI·SEC-registered · CRD #110639
Capital Investment Services of America INC is an SEC-registered investment advisory firm in Milwaukee, WI managing $1.3B across 937 client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
937
Advisory staff
9
Fee model
Fee-only
How Capital Investment Services of America INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Capital Investment Services of America INC
How much does Capital Investment Services of America INC manage?
Per its most recent SEC Form ADV filing (12/16/2025), Capital Investment Services of America INC reports $1.3B in regulatory assets under management across roughly 937 client accounts.
How does Capital Investment Services of America INC charge?
Capital Investment Services of America INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Capital Investment Services of America INC a fiduciary?
Yes. Capital Investment Services of America INC is registered with the U.S. Securities and Exchange Commission (CRD #110639), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Capital Investment Services of America INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Capital Investment Services of America INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Capital Investment Services of America INC's public SEC Form ADV filing (CRD #110639, filed 12/16/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Capital Investment Services of America INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Capital Investment Services of America INC? Claim this profile.