Capital Investment Services Of America Inc is a large advisory firm based in Milwaukee. It manages $779.25 million of regulatory assets for 652 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Capital Investment Services Of America provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Investment Services Of America Inc is $779.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Capital Investment Services Of America Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Paul Allen Muzzey is high net worth individuals with 628 clients and $656.26 million of assets under management. Among the 10 most similar advisory firms, Capital Investment Services Of America has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $763.82 million for 648 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Capital Investment Services Of America doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Paul Allen Muzzey has been acting as President since 1 Dec 1989. Jeffrey Nichols Allsop has served as the Chief Investment Officer since 1 Jul 2015. Anne Marie Kurtz joined the executive team most recently as the Principal.
The principal office where Capital Investment Services Of America Inc performs its advisory services is located at 111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 414-278-7744 or by fax 414-278-8403. The normal business hours are 7:30am - 4:00pm on Monday - Friday. You can find more information about the New York firm at capinv.com.