Capital Institutional Services, Inc.
Capital Institutional Services, Inc. (CAPIS) was founded in 1977 to provide a different – and better – way of delivering trade and research services to institutional investors. Our idea was to offer exceptional trade execution while providing access to independent, third-party research.
The institutional brokerage firm provides agency-only trading and independent investment research to fund managers, broker-dealers, and plan sponsors Capital Institutional Services, Inc. provides trading in exchange- and OTC-listed securities, offering block, international, direct access, and electronic trading. Capital Institutional Services, Inc. also handles fixed income trades and provides a number of research products. Don Potts founded CAPIS in 1977.
Contact Details
Office Address
Capital Institutional Services, Inc.
1601 Elm Street
Suite 3900,
Dallas, TX, USA 75201
Phone: (214) 720-0055
Fax: (214) 720-4062
Executives
Chairman
Don C. Potts
President and CEO
Kristi Wetherington