Capital Institutional Services
Likely to Engage tag.Highly Engaged Employees

Finance · Texas, United States · 51-200 Employees

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Overview

Headquarters

1700 Pacific Ave Ste 1100, Dallas, Texas...

Phone Number

(214) 720-0055

Revenue

$20.7 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Capital Institutional Services

Capital Institutional Services, Inc. (CAPIS) is a leading agency-only independent U.S. institutional broker specializing in 24-hour global trading, independent research, and commission management programs for asset managers, plan sponsors, and broker-dealers. Supported by advanced trading technology, CAPIS traders deliver superior execution in domestic and international equities, fixed income, derivatives, and program trading. With over four decades of experience in the independent research and commission management business, the firm's industry-leading CCA and CSA programs provide added tools for reducing transaction costs and improving performance. CAPIS is a member of the NYSE, FINRA, NFA and SIPC.Explore more
Capital Institutional Services's Social MediaPopular SearchesCapital Institutional Services IncCapital Institutional ServicesCAPISCapi's LLCCapital InstitutionalSIC Code 62,621NAICS Code 52,523Show more

Capital Institutional Services Org Chart

Anne Sebert, President & Chief Executive Officer at Capital Institutional Services
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President & Chief Executive Officer

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BH
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Chief Financial Officer, Treasurer

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David Choate, Chief Operating Officer at Capital Institutional Services
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Chief Operating Officer

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SL
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Chief Information Officer

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JH
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Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Institutional Ser...

$20.7M
51-200
Private
<$5M
1977
Anne Sebert, President & Chief Executive Officer at Capital Institutional Services
Anne SebertPresident & CEO
$46.2M
51-200
Private
<$5M
1979
CR
Charles RoneyChief Compliance Officer & Partner
$35.5M
51-200
Private
<$5M
1999
$24.2M
51-200
Private
-
1981
GV
Gregory ViscovichChief Compliance Officer
$23.9M
51-200
Private
-
2002
$18.5M
51-200
Private
<$5M
1975
JP
John PapatsosChief Financial Officer
$15.1M
51-200
Private
-
2001
KJ
Ken JonesPresident & CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Institutional Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Institutional Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Institutional Services.

Capital Institutional Services financials insights

Gather financial insights about Capital Institutional Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$1M

See All Capital Institutional Services's Financials Insights

Capital Institutional Services Tech Stack

A closer look at the technologies used by Capital Institutional Services

Most Recent Scoops

Left Company
Executive Move
Tim Hall, President, has left the organization.
Funding
Capital Institutional Services has received an SBA PPP loan for $1-2 million from BOKF, supporting the retention of 63 jobs.
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Mergers & Acquisitions (M&A)
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Top Finance Companies

Frequently Asked Questions Regarding Capital Institutional Services

What is Capital Institutional Services's official website?
Capital Institutional Services's official website is www.capis.com
What is Capital Institutional Services's Revenue?
Capital Institutional Services's revenue is $20.7 Million
What is Capital Institutional Services's SIC code?
Capital Institutional Services's SIC: 62,621
What is Capital Institutional Services's NAICS code?
Capital Institutional Services's NAICS: 52,523
How many employees does Capital Institutional Services have?
Capital Institutional Services has 51-200 employees
What industry does Capital Institutional Services belong to?
Capital Institutional Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Capital Institutional Services competition?
Capital Institutional Services top competitors include: Abel Noser Holdings, UNX, Jonestrading Institutional Services, Rosenblatt Securities
What companies has Capital Institutional Services acquired?
Capital Institutional Services has acquired the companies: FinTech Securities
What technology does Capital Institutional Services use?
Some of the popular technologies that Capital Institutional Services uses are: Microsoft IIS, WordPress.org, PHP, Cloudflare Website Optimization
Who is the CFO of Capital Institutional Services?
Capital Institutional Services's CFO is Beni Huseinbegovic
How do I contact Capital Institutional Services?
Capital Institutional Services contact info: Phone number: (214) 720-0055 Website: www.capis.com
What does Capital Institutional Services do?

Capital Institutional Services, Inc. (CAPIS) is a leading agency-only independent U.S. institutional broker specializing in 24-hour global trading, independent research, and commission management programs for asset managers, plan sponsors, and broker-dealers. Supported by advanced trading technology, CAPIS traders deliver superior execution in dome... stic and international equities, fixed income, derivatives, and program trading. With over four decades of experience in the independent research and commission management business, the firm's industry-leading CCA and CSA programs provide added tools for reducing transaction costs and improving performance. CAPIS is a member of the NYSE, FINRA, NFA and SIPC.Read More

What are Capital Institutional Services social media links?
Capital Institutional Services Linkedin page Capital Institutional Services Twitter page Capital Institutional Services Facebook page
Is Capital Institutional Services a public company?
Capital Institutional Services is private company therefore does not currently have an official ticker symbol
See more information about Capital Institutional Services

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