Data / Investment advisers / Wisconsin / Capital Investment Services of America Inc
Capital Investment Services of America Inc, Milwaukee, WI: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Capital Investment Services of America Inc is an SEC registered investment adviser with its main office in Milwaukee, Wisconsin and reports $1.3 billion in regulatory assets under management in its Form ADV filed December 16, 2025. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Capital Investment Services of America Inc (CRD number 110639): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110639
- SEC file number
- 801-15052
- SEC status
- Approved, effective February 21, 1980
- Main office
- 111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202
- Phone
- (414) 278-7744
- Website
- capinv.com
- Regulatory AUM
- $1,314,238,097 in the Form ADV filed December 16, 2025
- Discretionary AUM
- $1,314,238,097
- Accounts
- 937
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- December 16, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 256 | $898.6 million |
| Individuals (other than high net worth individuals) | 642 | $178.8 million |
| Charitable organizations | 21 | $123.7 million |
| Corporations or other businesses | 8 | $59.6 million |
| Pension and profit sharing plans | 10 | $53.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $1.31 billion | December 16, 2025 |
| December 1, 2025 | $1.23 billion | September 17, 2025 |
Other advisers in Milwaukee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Heartland Advisors, Inc. | Milwaukee | $1.92 billion | Not listed | adviserinfo.sec.gov |
| KLCM Advisors, Inc. | Milwaukee | $1.88 billion | Not listed | adviserinfo.sec.gov |
| Diversified Management Inc | Milwaukee | $1.87 billion | Not listed | adviserinfo.sec.gov |
| Campbell Newman Asset Management Inc | Milwaukee | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Mason Wells, Inc. | Milwaukee | $1.42 billion | 4 | adviserinfo.sec.gov |
| Oarsman Capital, Inc | Milwaukee | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Skylands Capital, LLC | Milwaukee | $746.5 million | 4 | adviserinfo.sec.gov |
| Baird Capital Management Company, LLC | Milwaukee | $737.9 million | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Milwaukee, WI
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Capital Investment Services of America Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.