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| Capital Investment Services of America Inc
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| CRD # | 110639 |
| SEC # | 801-15052 |
| CIK # | 0000811360 |
| AUM | 1,314.2 M (2025-12-16) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 414-278-7744 |
| Address | 111 E Wisconsin Ave, Suite 1310 Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000811360 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 58.1 | ||
| Alphabet Inc | 49.9 | ||
| Microsoft Corp | 41.5 | ||
| Westinghouse Air Brake Technologies Corp | 34.4 | ||
| TJX Companies Inc /DE/ | 30.8 | ||
| Ecolab Inc | 29.6 | ||
| Amazon Com Inc | 27.0 | ||
| Parametric Technology Corp | 26.5 | ||
| ResMed Inc | 25.7 | ||
| Oracle Corp | 25.7 | ||
| Danaher Corp /DE/ | 25.5 | ||
| Stryker Corp | 24.9 | ||
| API Group Corp | 23.5 | ||
| Priceline Com Inc | 22.4 | ||
| FleetCor Technologies Inc | 22.3 | ||
| Idexx Laboratories Inc /DE | 21.7 | ||
| ServiceNow Inc | 21.1 | ||
| Qualcomm Inc/DE | 20.7 | ||
| Tyler Technologies Inc | 19.6 | ||
| SS&C Technologies Holdings Inc | 18.5 | ||
| Veeva Systems Inc | 17.0 | ||
| Roper Industries Inc | 16.8 | ||
| Starbucks Corp | 16.2 | ||
| Quanta Services Inc | 15.7 | ||
| Illumina Inc | 15.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 642 | 178.8 |
| (b) Individuals (high net worth individuals) | 256 | 898.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 53.6 |
| (h) Charitable organizations | 21 | 123.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 59.6 |
| (n) Other | 0 | 0.0 |
| Total | 937 | 1,314.2 |
| By Discretionary | ||
| Discretionary | 937 | 1,314.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 937 | 1,314.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,314.2 | |
| Total | 937 | 1,314.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000811360] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clark Asset Management LLC
✚
|
1,324.5 M | |
|
Second Line Capital LLC
✚
|
LA | 1,324.1 M |
|
Steigerwald Gordon & Koch Inc
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VA | 1,322.7 M |
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Allie Family Office LLC
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FL | 1,321.7 M |
|
LVM Capital Management Ltd
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MI | 1,314.5 M |
|
Chequers Financial Management LLC
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|
CA | 1,314.3 M |
|
Valley National Advisers Inc
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|
PA | 1,310.6 M |
|
Barnes Pettey Financial Advisors LLC
✚
|
MS | 1,310.5 M |
|
Topsail Wealth Management LLC
✚
|
NC | 1,309.7 M |
|
Madison Wealth Partners Inc
✚
|
WI | 1,303.1 M |