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NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
CRD 307169File 801-118132
APPROVED
Retail clients
Custody
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$16.25B
Top 10% of cohort (national)
Discretionary AUM
$16.25B
Clients
358
360 accounts
Employees
38
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 26, 2020
- Principal office
- 777 EAST WISCONSIN AVENUE, SUITE 2350, MILWAUKEE, WI, 53202
- Phone
- 414.765.1980
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $16.25B
- Discretionary AUM
- $16.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 360
- Non-discretionary accounts
- 0
- Total accounts
- 360
- AUM per client
- $45.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $589.3M |
| Investment companies | 1 | $8.7M |
| Charitable organizations | 35 | $657.0M |
| Pooled investment vehicles | 12 | $408.9M |
| Pension and profit sharing plans | 263 | $12.98B |
| State or municipal government entities | 29 | $1.27B |
| Individuals (other than high net worth individuals) | 10 | $33.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 360 | 358 |
| 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.