Overview
Assets Under Management: $130 million
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 11
Average Client Assets: $10.0 million
Frequently Asked Questions
CAPITAL INVESTMENT SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120357), CAPITAL INVESTMENT SERVICES, INC. is subject to fiduciary duty under federal law.
CAPITAL INVESTMENT SERVICES, INC. is headquartered in WEST CHESTER, PA.
CAPITAL INVESTMENT SERVICES, INC. serves 11 high-net-worth clients according to their SEC filing dated March 19, 2018. View client details ↓
According to their SEC Form ADV, CAPITAL INVESTMENT SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CAPITAL INVESTMENT SERVICES, INC. manages $130 million in client assets according to their SEC filing dated March 19, 2018.
According to their SEC Form ADV, CAPITAL INVESTMENT SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.34%
Average Client Assets: $10.0 million
Total Client Accounts: 122
Discretionary Accounts: 122
Regulatory Filings
CRD Number: 120357
Filing ID: 1163594
Last Filing Date: 2018-03-19 18:34:00