Jeffrey Allsop
Capital Investment Services of America · Milwaukee, Wisconsin
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.
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Facts
| Firm | Capital Investment Services of America |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.31B across 937 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, CA, FL, IA, IL, LA, MI, OH, TX, VA, WA, WI · CRD 1188753 |
| Exams passed | Series 63 (1983) · Series 65 (1992) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.capinv.com |
How Jeffrey's firm compares
- Capital Investment Services of America's average account is about $1.4 million, from its Form ADV (assets managed divided by 937 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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