Capital Investment Services Of America Inc
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 110639
- Registered since
- February 21, 1980
- Website
- www.capinv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.37%
- Individuals13.6%
- Charitable Organizations9.41%
- Corporations / Businesses4.53%
- Pension & Profit Sharing Plans4.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Capital Investment Services Of America Inc is an independent registered investment adviser organized as a corporation and overseen by an individual owner. The firm has been SEC-registered since 1980 and serves both individual/family clients and institutional accounts. Its core advisory services are financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. The firm charges fees as a percentage of assets under management and does not identify itself as a capital allocator, pension consultant, or a multi-state ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds15%
- US Government Bonds6%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jeffrey Allsop
Chief Investment OfficerCRD 1188753
Contacts
3 of 9
Steven Muzzey
AssociateCRD 7612424
Mia Potter
PrincipalCRD 7836003
Ameet Kamath
Acting PrincipalCRD 2344389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$194M in ETFs
81%
$157M
2%
$37.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $53.4M | 675,310 | 27.51% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 111 E Wisconsin Ave
- Time zone
- CT (UTC-6)
- Office locations
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