Capital Investment Services of America Inc
● SEC registered since 1980CRD 110639SEC# 801-15052Milwaukee, WI
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Ameet Laxman Kamath | Principal | 10-25% | 2004 |
| Blaine Edward Bancker | Principal | Under 5% | 2021 |
| Jeffrey Nichols Allsop Control | Chief Investment Officer | 25-50% | 2015 |
| Mia Kim Proft Potter | Principal | Under 5% | 2023 |
| Mitchell Williams Carlson | Principal | 5-10% | 2019 |
| Paul Allen Muzzey Control | President | 25-50% | 1989 |
| Ruth Ann Benben Control | Chief Compliance Officer | 10-25% | 1991 |
| Steven Luck Muzzey | Principal | Under 5% | 2024 |
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
| Address | 111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 |
| Phone | 414-278-7744 |
| Fax | 414-278-8403 |
| Office hours | 7:30a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 811360 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.31B▲ 7%
Sep '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$1.31Bregulatory AUM
Discretionary $1.31B