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They include 642 individual clients, 256 high-net-worth individuals and 21 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 December 2025","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Capital Investment Services of America offer?","answer":"Capital Investment Services of America provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Capital Investment Services of America charge?","answer":"Capital Investment Services of America charges 0.45%–1.00% a year for its Investment advisory services. Each asset band is charged at its own rate. The fee is billed in advance and requires an account of at least $500,000.","source":"ADV PART 2 12-2025, filed 16 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Capital Investment Services of America use?","answer":"Capital Investment Services of America’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $895M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 December 2025","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Capital Investment Services of America have?","answer":"Capital Investment Services of America has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Capital Investment Services of America invest in?","answer":"At the end of its last fiscal year, Capital Investment Services of America’s separately managed accounts held 73% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 6% U.S. government and agency bonds, 5% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Capital Investment Services of America have a minimum investment?","answer":"Yes, Capital Investment Services of America’s minimum account size for its Investment advisory services is $500K.","source":"ADV PART 2 12-2025, filed 16 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Capital Investment Services of America?","answer":"Capital Investment Services of America’s direct owners are Paul Muzzey, Ruth Benben, Jeffrey Allsop, Ameet Kamath and Mitchell Carlson, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 16 December 2025","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Capital Investment Services of America get paid?","answer":"Capital Investment Services of America is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Capital Investment Services of America registered with the SEC?","answer":"Yes, Capital Investment Services of America has been registered with the SEC as an investment adviser since 21 February 1980. Its CRD number is 110639 and its SEC file number is 801-15052.","source":"Form ADV Part 1A, Item 1, filed 16 December 2025; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Capital Investment Services of America?","answer":"Capital Investment Services of America’s main office is at 111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202. Its phone number is 414-278-7744. 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