CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD #110639 SEC #801-15052 MILWAUKEE, WI 414-278-7744
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
9
Clients
11
Accounts
937
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.3B | $0 | 9 | 0 |
| Sep 2025 | $1.2B | $1.2B | $0 | 9 | 0 |
| Dec 2024 | $1.2B | $1.2B | $0 | 9 | 0 |
| Dec 2023 | $1B | $1B | $0 | 7 | 0 |
| Nov 2023 | $1B | $1B | $0 | 7 | 0 |
| Oct 2022 | $894.5M | $894.5M | $0 | 8 | 0 |
| Jun 2022 | $1.2B | $1.2B | $0 | 6 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 6 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 6 | 0 |
| Dec 2021 | $1.2B | $1.2B | $0 | 6 | 0 |
| Dec 2021 | $1.2B | $1.2B | $0 | 6 | 0 |
| Jan 2021 | $991.9M | $991.9M | $0 | 7 | 0 |
| Dec 2020 | $991.9M | $991.9M | $0 | 7 | 0 |
| Dec 2020 | $991.9M | $991.9M | $0 | 7 | 0 |
| Jun 2020 | $840.4M | $840.4M | $0 | 6 | 0 |
| Jan 2020 | $840.4M | $840.4M | $0 | 6 | 0 |
| Dec 2019 | $840.4M | $840.4M | $0 | 6 | 0 |
| Jun 2019 | $779.3M | $779.3M | $0 | 6 | 0 |
| Dec 2018 | $779.3M | $779.3M | $0 | 6 | 0 |
| Apr 2018 | $705.5M | $705.5M | $0 | 6 | 0 |
| Dec 2017 | $705.5M | $705.5M | $0 | 6 | 0 |
| Mar 2017 | $652.2M | $652.2M | $0 | 7 | 400 |
| Dec 2016 | $652.2M | $652.2M | $0 | 7 | 400 |
| Aug 2016 | $649.1M | $649.1M | $0 | 7 | 400 |
| Dec 2015 | $612M | $612M | $0 | 7 | 400 |
| Apr 2015 | $580.5M | $580.5M | $0 | 7 | 400 |
| Dec 2014 | $580.5M | $580.5M | $0 | 7 | 400 |
| Mar 2014 | $553.8M | $553.8M | $0 | 7 | 300 |
| Dec 2013 | $553.8M | $553.8M | $0 | 7 | 300 |
| Jul 2013 | $520M | $520M | $0 | 7 | 300 |
| Dec 2012 | $476.2M | $476.2M | $0 | 8 | 300 |
| Jan 2012 | $438.9M | $438.9M | $0 | 6 | 300 |
| Dec 2011 | $424.1M | $424.1M | $0 | 6 | 300 |
| Jan 2011 | $464.9M | $464.9M | $0 | 10 | -- |
| Dec 2010 | $464.9M | $464.9M | $0 | 10 | -- |
| Apr 2009 | $532.8M | $532.8M | $0 | -- | -- |
| Dec 2007 | $720.2M | $720.2M | $0 | -- | -- |
| Nov 2007 | $720.2M | $720.2M | $0 | -- | -- |
| Oct 2007 | $782.6M | $782.6M | $0 | -- | -- |
| Mar 2007 | $782.6M | $782.6M | $0 | -- | -- |
| Feb 2007 | $782.6M | $782.6M | $0 | -- | -- |
| Dec 2006 | $782.6M | $782.6M | $0 | -- | -- |
| Dec 2005 | $913.9M | $913.9M | $0 | -- | -- |
| Apr 2004 | $948.6M | $948.6M | $0 | -- | -- |
| Dec 2003 | $948.6M | $948.6M | $0 | -- | -- |
DateDec 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateSep 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateDec 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$894.5M
Discretionary$894.5M
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients0
DateDec 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients0
DateDec 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$991.9M
Discretionary$991.9M
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$991.9M
Discretionary$991.9M
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$991.9M
Discretionary$991.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$840.4M
Discretionary$840.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$840.4M
Discretionary$840.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$840.4M
Discretionary$840.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$779.3M
Discretionary$779.3M
Non-Disc.$0
Employees6
Clients0
DateDec 2018
Total AUM$779.3M
Discretionary$779.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$705.5M
Discretionary$705.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2017
Total AUM$705.5M
Discretionary$705.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$652.2M
Discretionary$652.2M
Non-Disc.$0
Employees7
Clients400
DateDec 2016
Total AUM$652.2M
Discretionary$652.2M
Non-Disc.$0
Employees7
Clients400
DateAug 2016
Total AUM$649.1M
Discretionary$649.1M
Non-Disc.$0
Employees7
Clients400
DateDec 2015
Total AUM$612M
Discretionary$612M
Non-Disc.$0
Employees7
Clients400
DateApr 2015
Total AUM$580.5M
Discretionary$580.5M
Non-Disc.$0
Employees7
Clients400
DateDec 2014
Total AUM$580.5M
Discretionary$580.5M
Non-Disc.$0
Employees7
Clients400
DateMar 2014
Total AUM$553.8M
Discretionary$553.8M
Non-Disc.$0
Employees7
Clients300
DateDec 2013
Total AUM$553.8M
Discretionary$553.8M
Non-Disc.$0
Employees7
Clients300
DateJul 2013
Total AUM$520M
Discretionary$520M
Non-Disc.$0
Employees7
Clients300
DateDec 2012
Total AUM$476.2M
Discretionary$476.2M
Non-Disc.$0
Employees8
Clients300
DateJan 2012
Total AUM$438.9M
Discretionary$438.9M
Non-Disc.$0
Employees6
Clients300
DateDec 2011
Total AUM$424.1M
Discretionary$424.1M
Non-Disc.$0
Employees6
Clients300
DateJan 2011
Total AUM$464.9M
Discretionary$464.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$464.9M
Discretionary$464.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$532.8M
Discretionary$532.8M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$720.2M
Discretionary$720.2M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$720.2M
Discretionary$720.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$782.6M
Discretionary$782.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$782.6M
Discretionary$782.6M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$782.6M
Discretionary$782.6M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$782.6M
Discretionary$782.6M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$913.9M
Discretionary$913.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$948.6M
Discretionary$948.6M
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$948.6M
Discretionary$948.6M
Non-Disc.$0
Employees--
Clients--