Mitchell Williams Carlson
Investment Adviser Representative at CAPITAL INVESTMENT SERVICES OF AMERICA INC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Equity/Blended - First $500,000 | 1.00% |
| Equity/Blended - $500,001 to $1,000,000 | 0.75% |
| Equity/Blended - $1,000,001 to $2,000,000 | 0.60% |
| Equity/Blended - Over $2,000,000 | 0.45% |
| Fixed Income Only - First $1,000,000 | 0.70% |
| Fixed Income Only - Next $1,000,000 | 0.45% |
| Fixed Income Only - Next $1,000,000 | 0.40% |
| Fixed Income Only - Next $7,000,000 | 0.35% |
| Fixed Income Only - Next $10,000,000 | 0.25% |
| Fixed Income Only - Over $20,000,000 | — |
Firm-stated minimum; may be waived at the firm's discretion.
Capital Investment Services OF America Inc Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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