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Capital Investment Services of America Inc

Capital Investment Services of America Inc

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
Vanguard Tax-Exempt Bond Index Fund $2,412,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $779.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 652
        Accounts
      • $1.2M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    7

    name start date
    Jeffrey Nichols Allsop
    April 1991
    Anne Marie Kurtz
    December 2011
    Paul Allen Muzzey
    May 1990
    Mitchell Williams Carlson
    September 2018
    Ameet Laxman Kamath
    February 2005

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Paul Allen Muzzey President December, 1989 25% to 50%
      Jeffrey Nichols Allsop Chief Investment Officer July, 2015 25% to 50%
      Ruth Ann Benben Chief Compliance Officer February, 1991 10% to 25%
      Gregory Leo Burd Principal November, 2000 5% to 10%
      Ameet Laxman Kamath Principal September, 2004 5% to 10%
      Anne Marie Kurtz Principal March, 2008 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets