Capital Institutional Services, Inc.
Capital Institutional Services provides institutional trading execution, commission management, custody/WRAP allocation and reconciliation, transition management, and related bank/trust settlement services. The firm operates multi-asset trading desks and a segregated trading platform, offers transaction cost analysis and execution reporting, and publishes market research including daily market commentary and hosted research briefings.
Industries
Nr. of Employees
medium (51-250)
Capital Institutional Services, Inc.
Products
International Equity
Operating 24/6, the CAPIS global trading desk offers trading coverage in 38 markets.
CAPIS Outsourced Trading Desk
An institutional outsourced trading service designed for established RIAs to centralize trade execution, manage broker networks, and handle soft dollar and commission sharing arrangements.
Commission Recapture Program
An effective, transparent discounting mechanism for institutional brokerage transactions that helps plan sponsors and investment companies lower expenses, reduce commissions, and control transaction costs.
Supplemental and Outsourced Trading
An outsourced and supplemental institutional trading solution providing emerging RIAs with access to extensive broker networks, multi-asset execution capabilities, and streamlined trade lifecycle workflows without expanding internal overhead.
WRAP/Custodial Solutions
Enables RIAs to efficiently aggregate orders, execute blocks, trade-away, and process step-outs.
LBX Outsourced Trader
A cloud-native trading technology platform that bridges buy- and sell-side workflows to support outsourced trading desks.
International Equity
Operating 24/6, the CAPIS global trading desk offers trading coverage in 38 markets.
CAPIS Outsourced Trading Desk
An institutional outsourced trading service designed for established RIAs to centralize trade execution, manage broker networks, and handle soft dollar and commission sharing arrangements.
Commission Recapture Program
An effective, transparent discounting mechanism for institutional brokerage transactions that helps plan sponsors and investment companies lower expenses, reduce commissions, and control transaction costs.
Supplemental and Outsourced Trading
An outsourced and supplemental institutional trading solution providing emerging RIAs with access to extensive broker networks, multi-asset execution capabilities, and streamlined trade lifecycle workflows without expanding internal overhead.
WRAP/Custodial Solutions
Enables RIAs to efficiently aggregate orders, execute blocks, trade-away, and process step-outs.
LBX Outsourced Trader
A cloud-native trading technology platform that bridges buy- and sell-side workflows to support outsourced trading desks.
Services
Management of commission budgets, commission sharing arrangements and support for research allocation with reporting.
Managed outsourced trading services delivered via segregated execution environments and dedicated traders to execute client strategies.
Trading-related bank and trust services supporting settlement, custody and integrated trading workflows.
Operational custody and WRAP services for allocation, reconciliation and clearing to improve execution fairness across accounts.
Project-based transition management to reduce market impact and implementation shortfall during portfolio or custodian moves.
Reporting and analytics to identify commission recapture opportunities and monitor brokerage allocation and execution quality.
Management of commission budgets, commission sharing arrangements and support for research allocation with reporting.
Managed outsourced trading services delivered via segregated execution environments and dedicated traders to execute client strategies.
Trading-related bank and trust services supporting settlement, custody and integrated trading workflows.
Operational custody and WRAP services for allocation, reconciliation and clearing to improve execution fairness across accounts.
Project-based transition management to reduce market impact and implementation shortfall during portfolio or custodian moves.
Reporting and analytics to identify commission recapture opportunities and monitor brokerage allocation and execution quality.
Expertise Areas
- Institutional trade execution across multiple asset classes
- Outsourced and supplemental trading operations
- Commission management and commission recapture workflows
- Transaction cost analysis and execution quality measurement
Key Technologies
- Multi-asset trading platforms
- Transaction cost analysis systems
- Commission sharing arrangement workflows
- Allocation and reconciliation systems
News & Updates
Public notice that the firm will transition clearing to Pershing on 2026-11-09.
Daily market note summarizing overnight market action, economic calendar items, sector performance, earnings and corporate news.
Daily market note with market summary, economic events, earnings calendar and sector review.
Daily market commentary including upgrades/downgrades, market internals and notable corporate items.
Market summary covering overnight futures, bond yields, commodity moves, earnings and capital raises.
Daily market note summarizing market action, Fed speaker schedule, and corporate news.
Public notice that the firm will transition clearing to Pershing on 2026-11-09.
Daily market note summarizing overnight market action, economic calendar items, sector performance, earnings and corporate news.
Daily market note with market summary, economic events, earnings calendar and sector review.
Daily market commentary including upgrades/downgrades, market internals and notable corporate items.
Market summary covering overnight futures, bond yields, commodity moves, earnings and capital raises.
Daily market note summarizing market action, Fed speaker schedule, and corporate news.