CAPITAL INVESTMENT SERVICES OF AMERICA INC

MILWAUKEE, Wisconsin·10 registered advisors·CRD# 110639
SEC# 801-150520414-278-7744
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at CAPITAL INVESTMENT SERVICES OF AMERICA INC

10 registered advisors
Ameet Laxman Kamath
MILWAUKEE, Wisconsin
Anne Marie Kurtz
MILWAUKEE, Wisconsin
Blaine Edward Bancker
MILWAUKEE, Wisconsin
David John Andera
MILWAUKEE, Wisconsin
Gregory Leo Burd
MILWAUKEE, Wisconsin
Jeffrey Nichols Allsop
MILWAUKEE, Wisconsin
Mitchell Williams Carlson
MILWAUKEE, Wisconsin
CFPCFA
Paul Allen Muzzey
MILWAUKEE, Wisconsin
Ruth Ann Benben
MILWAUKEE, Wisconsin
Steven Luck Muzzey
MILWAUKEE, Wisconsin
05

Office Locations

MILWAUKEE, Wisconsin
10 advisors

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Data sourced from SEC Form ADV filings. CAPITAL INVESTMENT SERVICES OF AMERICA INC (CRD# 110639) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.