CRD: 121567
Capital Investment Services, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Custodian
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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