CAPITAL INVESTMENT SERVICES, INC.
CRD #120357 SEC #801-61135 WEST CHESTER, PA 484-356-9444
SEC Registered
Total AUM
$132.5M
Discretionary
$132.5M
Employees
4
Clients
1
Accounts
137
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $132.5M | $132.5M | $0 | 4 | 0 |
| Mar 2018 | $130M | $130M | $0 | 4 | 0 |
| Sep 2017 | $115.9M | $115.9M | $0 | 4 | 26 |
| Jun 2017 | $115.9M | $115.9M | $0 | 4 | 26 |
| Mar 2017 | $115.9M | $115.9M | $0 | 4 | 26 |
| Mar 2016 | $120.2M | $120.2M | $0 | 4 | 26 |
| Mar 2015 | $103.1M | $103.1M | $0 | 4 | 300 |
| Oct 2014 | $105.3M | $105.3M | $0 | 4 | 100 |
| Apr 2014 | $96.1M | $96.1M | $0 | 4 | 100 |
| Feb 2014 | $96.1M | $96.1M | $0 | 4 | 100 |
| Oct 2013 | $93.1M | $93.1M | $0 | 4 | 100 |
| Mar 2013 | $93.1M | $93.1M | $0 | 4 | 100 |
| Mar 2012 | $93M | $93M | $0 | 1 | 101 |
| Mar 2011 | $67.1M | $62M | $5.1M | 5 | -- |
| Oct 2010 | $58.2M | $53.1M | $5.1M | 5 | -- |
| Mar 2010 | $58.2M | $53.1M | $5.1M | 5 | -- |
| Mar 2010 | $58.2M | $53.1M | $5.1M | 5 | -- |
| Jan 2008 | $48.9M | $44.9M | $4.1M | 5 | -- |
| Mar 2007 | $48.3M | $48.3M | $0 | 5 | -- |
| Mar 2006 | $48.1M | $48.1M | $0 | 5 | -- |
| Dec 2005 | $42.8M | $42.8M | $0 | 5 | -- |
| Oct 2005 | $42.8M | $42.8M | $0 | 5 | -- |
| Jun 2005 | $66.1M | $60.7M | $5.4M | 5 | -- |
| May 2005 | $66.1M | $60.7M | $5.4M | 5 | -- |
| Sep 2004 | $61.2M | $54.9M | $6.4M | 5 | -- |
| Apr 2002 | $0 | $0 | $0 | 5 | -- |
DateFeb 2019
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees4
Clients26
DateJun 2017
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2017
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients300
DateOct 2014
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees4
Clients100
DateApr 2014
Total AUM$96.1M
Discretionary$96.1M
Non-Disc.$0
Employees4
Clients100
DateFeb 2014
Total AUM$96.1M
Discretionary$96.1M
Non-Disc.$0
Employees4
Clients100
DateOct 2013
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees4
Clients100
DateMar 2013
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees4
Clients100
DateMar 2012
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$67.1M
Discretionary$62M
Non-Disc.$5.1M
Employees5
Clients--
DateOct 2010
Total AUM$58.2M
Discretionary$53.1M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2010
Total AUM$58.2M
Discretionary$53.1M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2010
Total AUM$58.2M
Discretionary$53.1M
Non-Disc.$5.1M
Employees5
Clients--
DateJan 2008
Total AUM$48.9M
Discretionary$44.9M
Non-Disc.$4.1M
Employees5
Clients--
DateMar 2007
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$66.1M
Discretionary$60.7M
Non-Disc.$5.4M
Employees5
Clients--
DateMay 2005
Total AUM$66.1M
Discretionary$60.7M
Non-Disc.$5.4M
Employees5
Clients--
DateSep 2004
Total AUM$61.2M
Discretionary$54.9M
Non-Disc.$6.4M
Employees5
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--