# Jeffrey Allsop

> Jeffrey Allsop is a fee-only financial advisor at Capital Investment Services of America in Milwaukee, Wisconsin, who holds the CFA credential. Capital Investment Services of America reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-allsop/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Capital Investment Services of America
- **Based in:** Milwaukee, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.31B across 937 accounts
- **Credentials:** CFA
- **CRD:** 1188753 (https://adviserinfo.sec.gov/individual/summary/1188753)
- **SEC registration:** Investment adviser representative in AZ, CA, FL, IA, IL, LA, MI, OH, TX, VA, WA, WI
- **Exams passed:** Series 63 (1983), Series 65 (1992)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.capinv.com

## Frequently asked questions

### Is Jeffrey Allsop a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Capital Investment Services of America reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Capital Investment Services of America, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jeffrey Allsop based?

Jeffrey Allsop is based in Milwaukee, Wisconsin.

### What credentials does Jeffrey Allsop hold?

Jeffrey Allsop holds the CFA credential.

### Is Jeffrey Allsop registered with the SEC?

Yes. Jeffrey Allsop is registered as an investment adviser representative in AZ, CA, FL, IA, IL, LA, MI, OH, TX, VA, WA and WI (CRD 1188753), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital Investment Services of America manage?

Capital Investment Services of America reports $1.31B across 937 accounts in assets under management.

### How do I contact Jeffrey Allsop?

Through Jeffrey's website, www.capinv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1188753): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.