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CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639File 801-15052
APPROVED
Retail clients
Filing as of Dec 16, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$1.31B
Above cohort median (national)
Discretionary AUM
$1.31B
Clients
937
937 accounts
Employees
9
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 21, 1980
- Principal office
- 111 E. WISCONSIN AVE, SUITE 1310, MILWAUKEE, WI, 53202
- Phone
- 414-278-7744
- Website
- HTTP://WWW.CAPINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.31B
- Discretionary AUM
- $1.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 937
- Non-discretionary accounts
- 0
- Total accounts
- 937
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $59.6M |
| Charitable organizations | 21 | $123.7M |
| High net worth individuals | 256 | $898.6M |
| Pension and profit sharing plans | 10 | $53.6M |
| Individuals (other than high net worth individuals) | 642 | $178.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.