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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 $1.3...
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 $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
Is Capital Investment Services of America a single-family office or a multi-family office?
Public records indicate the firm is registered as an investment advisor, likely operating as a multi-family office or registered investment advisor serving multiple families and high-net-worth individuals. Its exact structure is not confirmed.
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.
Does Capital Investment Services of America disclose its assets under management?
No public AUM figure has been disclosed. As a registered investment advisor, the firm may report AUM in its SEC filings, but that information is not available in public summaries.
What investment strategies does Capital Investment Services of America typically pursue?
Based on its RIA classification, the firm likely employs a diversified asset-allocation approach across public equities, fixed income, and alternative investments such as private equity or real estate, tailored to client objectives.
Who are the principals behind Capital Investment Services of America?
The identities of the founding or managing principals are not publicly disclosed. The firm's SEC registration may list key personnel, but these are not available from general sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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