# Paul Muzzey

> Paul Muzzey 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/paul-muzzey/
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:** 2121032 (https://adviserinfo.sec.gov/individual/summary/2121032)
- **SEC registration:** Investment adviser representative in AZ, CA, CO, FL, IA, IL, LA, MI, MN, NY, TX, WI
- **Exams passed:** Series 63 (1990), Series 65 (1992)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.capinv.com

## Frequently asked questions

### Is Paul Muzzey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul 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 Paul charge for financial advice?

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

### Where is Paul Muzzey based?

Paul Muzzey is based in Milwaukee, Wisconsin.

### What credentials does Paul Muzzey hold?

Paul Muzzey holds the CFA credential.

### Is Paul Muzzey registered with the SEC?

Yes. Paul Muzzey is registered as an investment adviser representative in AZ, CA, CO, FL, IA, IL, LA, MI, MN, NY, TX and WI (CRD 2121032), 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 Paul Muzzey?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2121032): 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.