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Capital Investment Services of America Inc

● SEC registered since 1980CRD 110639SEC# 801-15052Milwaukee, WI
Export (members)
Reg. AUM
$1.31B
Employees
9
Accounts
937
Location
Milwaukee, WI

Capital Investment Services of America Inc assets under management

Capital Investment Services of America Inc is a registered investment adviser overseen by the SEC based in Milwaukee, WI. The firm has been registered since 1980. It reports $1.3 billion in regulatory assets under management and employs 9 people.

Capital Investment Services of America Inc owners & executives

8 reported
NameTitleOwnershipSince
Ameet Laxman KamathPrincipal10-25%2004
Blaine Edward BanckerPrincipalUnder 5%2021
Jeffrey Nichols Allsop ControlChief Investment Officer25-50%2015
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Frequently asked questions

How much does Capital Investment Services of America Inc manage?

Capital Investment Services of America Inc reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Capital Investment Services of America Inc have?

Capital Investment Services of America Inc reports 9 employees.

Where is Capital Investment Services of America Inc located?

Capital Investment Services of America Inc is based in Milwaukee, WI and has been SEC-registered since 1980.

Does Capital Investment Services of America Inc disclose fund performance?

Capital Investment Services of America Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202
Phone414-278-7744
Fax414-278-8403
Office hours7:30a.m. - 4:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK811360
Discloses disciplinary historyNo

Assets under management

Discretionary$1.31B
Non-discretionary$0
Total (RAUM)$1.31B