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Capital Investment Services of America, Inc.
Capital Investment Services of America, Inc. is an employee-owned registered investment adviser headquartered in Milwaukee, Wisconsin. Founded in 1981, the firm is led by experienced portfolio managers and serves clients in 34 states, including high-net-worth individuals, trusts, businesses, and charitable organizations. The firm is committed to fiduciary stewardship, with many principals investing alongside their clients to align interests. Capital Investment Services has a team of portfolio managers and support staff, and is known for its personalized approach to wealth management, building custom-tailored investment portfolios to help clients achieve their individual financial objectives.
Investment Strategy
Capital Investment Services of America, Inc. builds custom-tailored investment portfolios with a long-term stewardship approach, emphasizing responsible fiduciary management. The firm invests in individually selected stocks and bonds, following strict internal guidelines reviewed by an Investment Committee. All recommended securities must be on an approved list. The advisory model features ongoing account reviews by designated principals to ensure adherence to client objectives and internal standards. The firm charges fees based on portfolio composition but does not take commissions or third-party compensation, instead focusing on unbiased, client-first investment advice. Employees invest their own assets alongside client portfolios, ensuring shared interests and accountability.
Latest 13F Filing Activity
Capital Investment Services of America, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation Com, Oracle Corp. Com, Microsoft Corp. Com among other positions. Capital Investment Services of America, Inc. reduced exposure to Fortive Corp. Com, Fiserv Inc. Com, Corpay Inc. Com SHS among others.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 5.64% | $61.7M | 390,414 | $14.07 | $157.99 | +$19.0M |
M MSFT | MICROSOFT CORP COM | 5.24% | $57.3M | 115,100 | $36.05 | $497.41 | +$14.0M |
O ORCL | ORACLE CORP COM | 4.54% | $49.6M | 227,072 | $26.78 | $218.63 | +$17.7M |
V VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 4.21% | $46.0M | 578,944 | $80.59 | $79.50 | +$1.1M |
F FI | FISERV INC COM | 3.74% | $40.9M | 236,939 | $22.25 | $172.41 | -$11.4M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | Milwaukee, WI , United States | |
B Brett Aarestad | Associate | Milwaukee, WI , United States | |
 | Principal | Milwaukee, WI , United States | |
 | Principal | Milwaukee, WI , United States | |
R Robert Stroshine | principal, investment manager | Milwaukee, WI , United States | |
 | Associate | United States | |
S Steven Muzzey | Associate | Milwaukee, WI , United States |
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