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When it comes to trading stock, Capital Institutional Services (CAPIS) likes to take the direct approach. The institutional brokerage firm provides agency-only trading and independent investment research to fund managers, broker-dealers, and plan sponsors The firm provides trading in exchange- and OTC-listed securities, offering block, international, direct access, and electronic trading. The family-owned company also handles fixed income trades and provides a number of research products. Don Potts founded CAPIS in 1977. His daughter, Kristi Wetherington, now leads the company.
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| | | Contact Information | |
Address: |
1601 Elm St., Ste. 3900
Dallas, TX 75201
| | Phone: | 214-720-0055 | | Fax: | 214-720-4062 |
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| Financial
Highlights | | Fiscal Year End: | December |
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Key People
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Chairman:
Don C. Potts
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President and CEO:
Kristi Wetherington
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CFO and Treasurer:
Timothy (Tim) Hall
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