Capital Investment Services Of America Inc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 937
- Avg AUM / client
- $1.4M
- Accounts
- 937
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Dec 16, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 642 | $179M | 13.6% |
| High net worth individuals | 256 | $899M | 68.4% |
| Pension and profit sharing plans | 10 | $53.6M | 4.08% |
| Charitable organizations | 21 | $124M | 9.41% |
| Corporations and other businesses | 8 | $59.6M | 4.53% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Allen Muzzey | President | CFA | Dec 1989 (37y) | 25% – 50% |
| Ruth Ann Benben | Chief Compliance Officer | Feb 1991 (36y) | 10% – 25% | |
| Jeffrey Nichols Allsop | Chief Investment Officer | CFA | Apr 1991 (35y) | 25% – 50% |
| Ameet Laxman Kamath | Principal | Sep 2004 (22y) | 10% – 25% | |
| Mitchell Williams Carlson | Principal | CFP CFA | Sep 2018 (8y) | Less than 5% |
| Blaine Edward Bancker | Principal | CFP | Oct 2019 (7y) | Less than 5% |
| Steven Luck Muzzey | Principal | CFP | Sep 2022 (4y) | Less than 5% |
| Potter, Mia, Kim Proft | Principal | Apr 2023 (3y) | Less than 5% | |
| Nicholas Newkirk | Registered representative | Jun 2024 (2y) | ||
| Bradley Edward Bodus | Registered representative | CFP | Jun 2024 (2y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/16/2025 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $895M (68% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 16, 2025.
View current Form ADV (SEC/IAPD) ↗