Mitchell Carlson
Capital Investment Services of America · Milwaukee, Wisconsin
Mitchell Carlson is a fee-only financial advisor at Capital Investment Services of America in Milwaukee, Wisconsin, who holds the CFP and CFA credentials. 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 | CFP · CFA |
| SEC registration | Investment adviser representative in AZ, CA, CO, FL, IA, IL, LA, MI, MN, NY, OH, TX, VA, WA, WI · CRD 6222706 |
| Exams passed | Series 65 (2018) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.capinv.com |
How Mitchell'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 Mitchell
Is Mitchell Carlson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell 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 Mitchell charge for financial advice?
Mitchell's firm, Capital Investment Services of America, reports charging a percentage of assets on its SEC Form ADV.
Where is Mitchell Carlson based?
Mitchell Carlson is based in Milwaukee, Wisconsin.
What credentials does Mitchell Carlson hold?
Mitchell Carlson holds the CFP and CFA credentials.
Is Mitchell Carlson registered with the SEC?
Yes. Mitchell Carlson is registered as an investment adviser representative in AZ, CA, CO, FL, IA, IL, LA, MI, MN, NY, OH, TX, VA, WA and WI (CRD 6222706), 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 Mitchell Carlson?
Through Mitchell'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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