Firm
Capital Investment Services of America
Milwaukee, Wisconsin
Fee-only
Capital Investment Services of America at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 9 advisors are listed here; 4 of 9 hold the CFP.
- Its Form ADV reports 9 employees and 898 individual clients, 256 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 937 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Milwaukee, Wisconsin |
|---|---|
| Website | capinv.com |
| Phone | (414) 278-7744 |
Capital Investment Services of America fees
Capital Investment Services of America doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 642 |
| High-net-worth clients | 256 |
| Accounts managed | 937 |
| Employees | 9 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-15052) |
| Financial planning | Offered |
| Form ADV filed | December 16, 2025 |
| SEC record | CRD 110639 |