MILWAUKEE, WICRD 110639Latest ADV December 16, 2025
Capital Investment Services of America Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated December 16, 2025, reports $1.3B in regulatory assets under management, 9 employees, and 937 accounts.
Assets Under Management
$1.3B
Employees
9
Offices
--
Total Clients
937
Primary office
MILWAUKEE, WI
111 E. WISCONSIN AVE, SUITE 1310, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
642
2
HNWI
27.3%
256
3
Charitable
2.2%
21
4
Pension Plans
1.1%
10
5
Corporations
0.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of December 16, 2025
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts937
10Y AUM Change+$665M (+102.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee104:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.