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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CAPITAL INVESTMENT SERVICES OF AMERICA INC

CRD 110639

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:84b520af-b3c2-5f95-7989-a4c43f286ee9

Data as of Dec 16, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 0
On other graphs: 0
Observed: Dec 15, 2011 to Dec 16, 2025
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2025-12-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $146Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 937
Individual clients: 642
High net worth clients: 256
SEC number: 801-15052
CIK: 811360
CRD: 110639
Filings on the tape: 38
First filed: Dec 15, 2011
Latest filed: Dec 16, 2025
Organised: Corporation, DE
Website: capinv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL ALLEN MUZZEY	Chartered Financial Analyst	MILWAUKEE, WI	36	36	n/a	no
JEFFREY NICHOLS ALLSOP	Chartered Financial Analyst	MILWAUKEE, WI	35	42	n/a	no
AMEET LAXMAN KAMATH	n/a	MILWAUKEE, WI	21	27	1	no
RUTH ANN BENBEN	n/a	MILWAUKEE, WI	15	37	n/a	no
MITCHELL WILLIAMS CARLSON	Certified Financial Planner\|Chartered Financial Analyst	MILWAUKEE, WI	8	12	n/a	no
Blaine Edward Bancker	Certified Financial Planner	MILWAUKEE, WI	6	11	n/a	no
Steven Luck Muzzey	Certified Financial Planner	MILWAUKEE, WI	3	12	n/a	no
Nicholas Newkirk	n/a	MILWAUKEE, WI	2	13	1	no
BRADLEY EDWARD BODUS	Certified Financial Planner	MILWAUKEE, WI	2	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALLSOP, JEFFREY, NICHOLS	CHIEF INVESTMENT OFFICER	C	yes	07/2015	Dec 16, 2025	Dec 16, 2025
BENBEN, RUTH, ANN	CHIEF COMPLIANCE OFFICER	B	yes	02/1991	Dec 16, 2025	Dec 16, 2025
MUZZEY, PAUL, ALLEN	President	C	yes	12/1989	Dec 16, 2025	Dec 16, 2025
Bancker, Blaine, Edward	Principal	Na	no	01/2021	Dec 16, 2025	Dec 16, 2025
CARLSON, MITCHELL, WILLIAMS	Principal	A	no	10/2019	Dec 16, 2025	Dec 16, 2025
KAMATH, AMEET, LAXMAN	Principal	B	no	09/2004	Dec 16, 2025	Dec 16, 2025
Muzzey, Steven, Luck	Principal	Na	no	01/2024	Dec 16, 2025	Dec 16, 2025
Potter, Mia, Kim Proft	Principal	Na	no	04/2023	Dec 16, 2025	Dec 16, 2025

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Dec 3, 2024	$1.2B	$1.2B	9	9	0	n/a	n/a
2023	Nov 20, 2023	$1.0B	$1.0B	7	7	0	n/a	n/a
2022	Oct 31, 2022	$894M	$894M	8	8	0	n/a	n/a
2021	Dec 14, 2021	$1.2B	$1.2B	6	6	0	n/a	n/a
2020	Dec 8, 2020	$992M	$992M	7	7	0	n/a	n/a
2019	Dec 11, 2019	$840M	$840M	6	6	0	n/a	n/a
2018	Dec 11, 2018	$779M	$779M	6	6	0	n/a	n/a
2017	Dec 14, 2017	$706M	$706M	6	6	0	n/a	n/a
2016	Dec 9, 2016	$652M	$652M	7	7	n/a	n/a	n/a
2015	Dec 10, 2015	$612M	$612M	7	7	n/a	n/a	n/a
2014	Dec 15, 2014	$580M	$580M	7	7	n/a	n/a	n/a
2013	Dec 4, 2013	$554M	$554M	7	7	n/a	n/a	n/a
2012	Dec 10, 2012	$476M	$476M	8	8	n/a	n/a	n/a
2011	Dec 15, 2011	$424M	$424M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$1.3B	$1.0B	27.0%	$1.2B	3.8%	9	7	0	0

Relationships

Registered with (10)

← BRADLEY EDWARD BODUSAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← Nicholas NewkirkAdvisorregistration: current employment
Jun 4, 2024 to presentfactForm ADV
← Steven Luck MuzzeyAdvisorregistration: current employment
Sep 30, 2022 to presentfactForm ADV
← Blaine Edward BanckerAdvisorregistration: current employment
Oct 23, 2019 to presentfactForm ADV
← MITCHELL WILLIAMS CARLSONAdvisorregistration: current employment
Sep 15, 2018 to presentfactForm ADV
← RUTH ANN BENBENAdvisorregistration: current employment
Nov 22, 2010 to presentfactForm ADV
← AMEET LAXMAN KAMATHAdvisorregistration: current employment
Feb 2, 2005 to presentfactForm ADV
← JEFFREY NICHOLS ALLSOPAdvisorregistration: current employment
Apr 15, 1991 to presentfactForm ADV
← PAUL ALLEN MUZZEYAdvisorregistration: current employment
May 25, 1990 to presentfactForm ADV
← Peter Charles JelacicAdvisorregistration: previous registration
Nov 24, 2004 to Mar 30, 2009factForm ADV

Controls (3)

← ALLSOP, JEFFREY, NICHOLSOwnerCHIEF INVESTMENT OFFICER, ownership code C, individual
Dec 15, 2011 to Dec 3, 2024factForm ADV
← MUZZEY, PAUL, ALLENOwnerPRESIDENT, ownership code C, individual
Dec 15, 2011 to Dec 3, 2024factForm ADV
← BENBEN, RUTH, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Dec 15, 2011 to Dec 3, 2024factForm ADV

Owns (5)

← KAMATH, AMEET, LAXMANOwnerPRINCIPAL, ownership code B, individual
Dec 15, 2011 to Dec 3, 2024factForm ADV
← CARLSON, MITCHELL, WILLIAMSOwnerPRINCIPAL, ownership code NA, individual
Dec 11, 2019 to Dec 3, 2024factForm ADV
← Bancker, Blaine, EdwardOwnerPRINCIPAL, ownership code NA, individual
Jan 29, 2021 to Dec 3, 2024factForm ADV
← Muzzey, Steven, LuckOwnerPRINCIPAL, ownership code NA, individual
Dec 3, 2024 to Dec 3, 2024factForm ADV
← Potter, Mia, Kim ProftOwnerPRINCIPAL, ownership code NA, individual
Nov 20, 2023 to Dec 3, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84b520af-b3c2-5f95-7989-a4c43f286ee9
First observed: Dec 15, 2011
Last observed: Dec 16, 2025 9 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPITAL INVESTMENT SERVICES OF AMERICA INC

CRD 110639

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:84b520af-b3c2-5f95-7989-a4c43f286ee9

Data as of Dec 16, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL ALLEN MUZZEY

Chartered Financial Analyst

MILWAUKEE, WI

n/a

JEFFREY NICHOLS ALLSOP

Chartered Financial Analyst

MILWAUKEE, WI

n/a

AMEET LAXMAN KAMATH

n/a

MILWAUKEE, WI

RUTH ANN BENBEN

n/a

MILWAUKEE, WI

n/a

MITCHELL WILLIAMS CARLSON

Certified Financial Planner|Chartered Financial Analyst

MILWAUKEE, WI

n/a

Blaine Edward Bancker

Certified Financial Planner

MILWAUKEE, WI

n/a

Steven Luck Muzzey

Certified Financial Planner

MILWAUKEE, WI

n/a

Nicholas Newkirk

n/a

MILWAUKEE, WI

BRADLEY EDWARD BODUS

Certified Financial Planner

MILWAUKEE, WI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLSOP, JEFFREY, NICHOLS

CHIEF INVESTMENT OFFICER

yes

07/2015

Dec 16, 2025

BENBEN, RUTH, ANN

CHIEF COMPLIANCE OFFICER

yes

02/1991

Dec 16, 2025

MUZZEY, PAUL, ALLEN

President

yes

12/1989

Dec 16, 2025

Bancker, Blaine, Edward

Principal

01/2021

Dec 16, 2025

CARLSON, MITCHELL, WILLIAMS

Principal

10/2019

Dec 16, 2025

KAMATH, AMEET, LAXMAN

Principal

09/2004

Dec 16, 2025

Muzzey, Steven, Luck

Principal

01/2024

Dec 16, 2025

Potter, Mia, Kim Proft

Principal

04/2023

Dec 16, 2025

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Dec 3, 2024

$1.2B

n/a

2023

Nov 20, 2023

$1.0B

n/a

2022

Oct 31, 2022

$894M

n/a

2021

Dec 14, 2021

$1.2B

n/a

2020

Dec 8, 2020

$992M

n/a

2019

Dec 11, 2019

$840M

n/a

2018

Dec 11, 2018

$779M

n/a

2017

Dec 14, 2017

$706M

n/a

2016

Dec 9, 2016

$652M

n/a

2015

Dec 10, 2015

$612M

n/a

2014

Dec 15, 2014

$580M

n/a

2013

Dec 4, 2013

$554M

n/a

2012

Dec 10, 2012

$476M

n/a

2011

Dec 15, 2011

$424M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$1.3B

$1.0B

27.0%

$1.2B

3.8%