RIA Intel›Advisers›Washington›CAPITAL INVESTMENT SERVICES, LLC

CAPITAL INVESTMENT SERVICES, LLC

Advisory

LYNNWOOD, WA

Data as of Jun 17, 2026 · Source: SEC Form ADV

Rank in WA

#402

of 505 advisers by AUM

Average account

$2M

across 45 accounts

AUM per adviser

$51M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 17, 2026.

Total AUM

$101M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$101M

Discretionary AUM$0

Non-Discretionary AUM$101M

Discretionary %0%

Total Clients45

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

45 clients

36 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

GOLDBLOOM WEALTH MANAGEMENT LLC

MERCER ISLAND, WA

$101M

MACLACHLAN WEALTH MANAGEMENT, LLC

$102M

CLEAR WEALTH MANAGEMENT, LLC

$102M

FAIRE CAPITAL GROUP, LLC

$102M

FREESTONE ADVISORS, LLC

$102M

SOUND LEGACY WEALTH ADVISORS, LLC

$102M

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