CRD: 110639
Capital Investment Services OF America INC
$1.3B Total AUM
$1.3B Disc. AUM
13.3% 3Y CAGR
9 Employees
937 ADV. Clients
46 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-21-1980
- Office Locations
- 1
Office Locations
111 E. Wisconsin Avenue, Suite 1310 Milwaukee WI
About Capital Investment Services OF America INC
Capital Investment Services of America is an employee-owned, Milwaukee-based, SEC-registered RIA serving high-net-worth individuals, trusts, businesses, and charitable organizations. The team builds custom stock, bond, and ETF portfolios aligned to client objectives, and many employees invest in the same holdings as clients, creating clear "skin in the game" alignment.
Team overview
43 AVG AGE
$146.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
13.5 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
46yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JEFFREY NICHOLS ALLSOP
Chief Investment Officer
- CRD
- #1188753
- Ownership
- 25% but less than 50%
Available
Available
Available
P
PAUL ALLEN MUZZEY
President
- CRD
- #2121032
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 8 owners & executives
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B
BRADLEY EDWARD BODUS
--
- CRD
- #6694895
Available
Available
Available
N
Nicholas Newkirk
--
- CRD
- #7635118
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,314,238,097 | $1,402,602 |
| Non-Discretionary | $0 | -- |
| Total | $1,314,238,097 | $1,402,602 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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