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Capital Investment Services of America
Capital Investment Services of America Inc is an SEC-registered investment adviser in Milwaukee, WI, registered since 1980. The firm manages approximately...
Overview
Capital Investment Services of America Inc is an SEC-registered investment adviser in Milwaukee, WI, registered since 1980. The firm manages approximately $1.3 billion in regulatory assets. It has 9 employees and 9 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
What is the regulatory status of Capital Investment Services of America?
The firm is registered with the U.S. Securities and Exchange Commission as an investment advisor, meaning it must adhere to fiduciary standards, file Form ADV, and undergo periodic regulatory examinations.
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