CRD: 121567
Capital Investment Services, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-31-2002
- Office Locations
- 1
Office Locations
About Capital Investment Services, LLC
Capital Investment Services is an independent RIA in Lynnwood, WA providing client-first financial planning and portfolio management for retail investors. The team builds long-term relationships, educating clients on markets and investments while coordinating retirement, estate, tax, and insurance planning. Portfolios commonly use ETFs and mutual funds, with custody through Schwab and Fidelity; ownership includes a dedicated tax partner.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 45 clients, or 22.5 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
SCOTT BRIAN MINNIG
Private Wealth Advisor
- CRD
- #4557125
- Ownership
- 50% but less than 75%
THOMAS J. OVER
Tax Partner
- CRD
- #4557122
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $101,071,445 | -- |
| Total | $101,071,445 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Capital Investment Services, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.