SourcingSourcing

CAPITAL INVESTMENT SERVICES OF AMERICA INC

B54
CRD 110639·SEC 801-15052·MILWAUKEE, WI
AUM
$1.31B
$1B+
Est. Revenue
$13.1M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$31.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD
110639
SEC file #
801-15052
EIN
391344581
DBA names
—

Economics

AUM
$1.31B
AUM band
$1B+
AUM trajectory
'20'26
$840.4M → $1.31B▲ +56%
Client mix
Individuals Other642
Individuals High Net Worth256
Charitable Organizations21
Pension Profit Sharing Plans10
Corporations8

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
6 advisors → 9 advisors▲ +50%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
12/16/2025
ADV-W filed at
—
Website
capinv.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLSOP, JEFFREY, NICHOLS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
ALLSOP, JEFFREY, NICHOLS
MUZZEY, PAUL, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAPINV.COM
Rdap Domain Creation Date
1998-02-24T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
10
Form 5500 Compensation Trajectory 3y
20250
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0000811360
Edgar Registered
Yes
Edgar Filing Count
112
Edgar First Filing Date
1999-04-23
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
110
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0000811360-26-000005
Edgar Former Names
CAPITAL INVESTMENT SERVICES OF AMERICA INC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
111 E. WISCONSIN AVENUE, SUITE 1310MILWAUKEE, WI 53202
Business
111 E. WISCONSIN AVENUE, SUITE 1310MILWAUKEE, WI 53202
Edgar EIN
391344581
Edgar Recent Filings
13F-HR2026-04-27 · 0000811360-26-000005
13F-HR2026-01-29 · 0000811360-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-02-23T05:00:00Z
Rdap Domain Last Changed
2026-02-24T15:24:17Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1188753
Trust Company Affiliate
No

People (10)

10
ALLSOP, JEFFREY, NICHOLS
IAR · Direct Owner · 37.5%
1188753
MUZZEY, PAUL, ALLEN
IAR · Direct Owner · 37.5%
2121032
KAMATH, AMEET, LAXMAN
IAR · Direct Owner · 17.5%
2344389
BENBEN, RUTH, ANN
IAR · Direct Owner · 17.5%
4381808
CARLSON, MITCHELL, WILLIAMS
IAR · Direct Owner · 7.5%
6222706
Muzzey, Steven, Luck
IAR · Executive Officer · 2.5%
7612424
Bancker, Blaine, Edward
IAR · Executive Officer · 2.5%
7186052
Potter, Mia, Kim Proft
Executive Officer · 2.5%
7836003
Nicholas Newkirk
IAR
7635118
BRADLEY EDWARD BODUS
IAR
6694895