Insights

Niche Client Focus Target high-net-worth individuals, trusts, businesses, and charitable organizations as primary client segments with tailored investment solutions.

Independent Ownership Leverage employee-owned structure and SEC-registered status to build trust with clients seeking fiduciary-driven advice and transparent governance.

Strategic Asset Exposure Capinv has historically invested in large-cap equities (notably Amazon) suggesting opportunities to cross-sell related research, portfolio growth strategies, and diversified asset allocations.

Technology Backbone Utilize a modern tech stack (MySQL, WP Engine, RankMath, LiteSpeed) to enhance client reporting, data security, and digital client onboarding—present a pitch for scalable digital advisory services.

Growth Potential Revenue scale in the mid single to high single digits of millions with a relatively compact employee base indicates potential for partnerships in back-office outsourcing, RIA platform enhancements, and compliance/tech integration services.

Similar companies to Capital Investment Services of America, Inc.

Capital Investment Services of America, Inc. Tech Stack

Capital Investment Services of America, Inc. uses 8 technology products and services including MySQL, Google Fonts API, Swiper, and more. Explore Capital Investment Services of America, Inc.'s tech stack below.

MySQL
Database
Google Fonts API
Font Scripts
Swiper
Javascript Libraries
Elementor
Page Builders
Priority Hints
Performance
WP Engine
Platform As A Service
Akismet
Web Platform Extensions
Sitelinks Search Box
Web Tools And Plugins

Media & News

Capital Investment Services of America, Inc.'s Email Address Formats

Capital Investment Services of America, Inc. uses at least 1 format(s):

Capital Investment Services of America, Inc. Email Formats	Example	Percentage
FirstLast@capinv.com	JohnDoe@capinv.com	77%
First.Last@capinv.com	John.Doe@capinv.com	14%
FiLast@capinv.com	JoDoe@capinv.com	4%
FLast@capinv.com	JDoe@capinv.com	5%

Frequently Asked Questions

What is Capital Investment Services of America, Inc.'s phone number?

You can contact Capital Investment Services of America, Inc.'s main corporate office by phone at

+1-414-278-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Investment Services of America, Inc.'s official website and social media links?

Capital Investment Services of America, Inc.'s official website is capinv.com and has social profiles on LinkedIn.

How much revenue does Capital Investment Services of America, Inc. generate?

As of August 2026, Capital Investment Services of America, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Capital Investment Services of America, Inc.'s NAICS code?

Capital Investment Services of America, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Capital Investment Services of America, Inc. have currently?

As of August 2026, Capital Investment Services of America, Inc. has approximately 13 employees across 1 continents, including North America. Key team members include Head Of Accounting And Financial Recordkeeping: M. P.Senior Vice President: S. M.Associate: S. M.. Explore Capital Investment Services of America, Inc.'s employee directory with LeadIQ.

What industry does Capital Investment Services of America, Inc. belong to?

Capital Investment Services of America, Inc. operates in the Financial Services industry.

What technology does Capital Investment Services of America, Inc. use?

Capital Investment Services of America, Inc.'s tech stack includes MySQLGoogle Fonts APISwiperElementorPriority HintsWP EngineAkismetSitelinks Search Box.

What is Capital Investment Services of America, Inc.'s email format?

Capital Investment Services of America, Inc.'s email format typically follows the pattern of FirstLast@capinv.com. Find more Capital Investment Services of America, Inc. email formats with LeadIQ.

When was Capital Investment Services of America, Inc. founded?

Capital Investment Services of America, Inc. was founded in 1981.

Capital Investment Services of America, Inc.

Financial ServicesWisconsin, United States11-50 Employees

Capital Investment Services of America, Inc. is an employee-owned advisory firm based in Milwaukee, Wisconsin. The firm serves affluent individuals, trusts, businesses, and charitable organizations by designing customized portfolios aimed at meeting each client's financial objectives. It operates within the financial services sector and is registered with the U.S. Securities and Exchange Commission as an advisory firm.

It focuses on bespoke portfolio construction aligned with each client's objectives. The firm operates as a small, locally based practice in Milwaukee, serving a diverse mix of affluent individuals, trusts, businesses, and charitable organizations.