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CAPITAL INVESTMENT SERVICES OF AMERICA INC

MILWAUKEE, WI · CRD 110639 · IAPD ↗ · capinv.com · 414-278-7744

$1.31BRegulatory AUM
9Advisory reps
9Employees
0Clients
11-25Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
January 2026 — CAPITAL INVESTMENT SERVICES OF AMERICA INC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
72
January 2025 — CAPITAL INVESTMENT SERVICES OF AMERICA INC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.