CAPITAL INVESTMENT SERVICES OF AMERICA INC
SEC RegisteredInvestment Stewards Since 1981
About the firm
Capital Investment Services of America, Inc. is an employee-owned Milwaukee-based investment advisor registered with the SEC. The firm builds custom-tailored investment portfolios to achieve clients' individual financial objectives, guided by a mission of responsible stewardship of clients' assets since its founding in 1981.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom-tailored investment portfolios using a four-pronged approach focused on fundamentals and balanced investment strategies, backed by a spirit of stewardship.
Who they serve
High-net-worth individuals, trusts, businesses, and charitable organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 642 | $179M |
| High Net Worth Individuals | 256 | $899M |
| Charitable Organizations | 10 | $54M |
| State/Municipal Entities | 21 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| 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 | — |
Data as of December 16, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITAL INVESTMENT SERVICES OF AMERICA INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.