Data / Investment advisers / Wisconsin / National Investment Services of America, LLC
National Investment Services of America, LLC, Milwaukee, WI: $16.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
National Investment Services of America, LLC is an SEC registered investment adviser with its main office in Milwaukee, Wisconsin and reports $16.3 billion in regulatory assets under management in its Form ADV filed May 1, 2026. Its clients include pension and profit sharing plans, state and municipal governments and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 12 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 307169
- SEC file number
- 801-118132
- SEC status
- Approved, effective February 26, 2020
- Main office
- 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202
- Phone
- (414) 765-1980
- Website
- nisi.net
- Regulatory AUM
- $16,252,169,000 in the Form ADV filed May 1, 2026
- Discretionary AUM
- $16,252,169,000
- Accounts
- 360
- Employees
- 38, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 12: 8 other private funds, 4 hedge funds
- Gross assets of private funds
- $7,729,967,508
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 1, 2026
- 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 |
|---|---|---|
| Pension and profit sharing plans | 263 | $12.98 billion |
| State or municipal government entities | 29 | $1.27 billion |
| Charitable organizations | 35 | $657 million |
| Corporations or other businesses | 8 | $589.3 million |
| Pooled investment vehicles | 12 | $408.9 million |
| Individuals (other than high net worth individuals) | 10 | $33 million |
| Investment companies | 1 | $8.7 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 |
|---|---|---|
| April 1, 2026 | $16.25 billion | March 12, 2026 |
| December 1, 2025 | $12.91 billion | April 24, 2025 |
Other advisers in Milwaukee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | $394.07 billion | 3 | adviserinfo.sec.gov |
| Northwestern Mutual Investment Management Company, LLC | Milwaukee | $323.08 billion | 25 | adviserinfo.sec.gov |
| Artisan Partners Limited Partnership | Milwaukee | $183.62 billion | 10 | adviserinfo.sec.gov |
| Tidal Investments LLC | Milwaukee | $45.83 billion | Not listed | adviserinfo.sec.gov |
| Mason Street Advisors, LLC | Milwaukee | $39.08 billion | Not listed | adviserinfo.sec.gov |
| Fiduciary Management, Inc. | Milwaukee | $11.36 billion | Not listed | adviserinfo.sec.gov |
| Johnson Wealth Inc. | Milwaukee | $10.35 billion | Not listed | adviserinfo.sec.gov |
| Nicholas Co Inc | Milwaukee | $6.08 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Milwaukee, WI
- Investment advisers in Wisconsin
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving state and municipal governments
- Advisers that manage private funds
- National Investment Services of America, LLC 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.