CAPIS

CAPIS is a Dallas-based agency broker that offers global execution services and commission management solutions.

Disclosures:

[CAPIS @capisinc]

Securities offered through CAPIS, member of FINRA & SIPC, an institutional broker dealer that does not provide investment advice. Content is educational and should not be construed as a recommendation. Investments involve risks, losses may exceed the amount of principal invested.

[CAPIS @capisinc]

In this clip from "At the Forefront," CAPIS COO David Choate discusses how the growth of passive investing is changing the role of active management in public markets.
Full episode: https://t.co/voyY4AUABN

[CAPIS @capisinc]

In the latest episode of @forefrontcomms’ "At the Forefront" podcast, CAPIS COO Dave Choate offers commentary on the structural role of active management—and what’s at stake as passive investing continues to scale. Watch the full episode: https://t.co/voyY4AUABN

[CAPIS @capisinc]

CAPIS has integrated with @Broadridge's NYFIX platform and @BlueOceanATS to deliver overnight US equity trading access across 4,000+ NMS securities. Read the full announcement: https://t.co/5z2s0XWRRm

[CAPIS @capisinc]

Last chance to vote! CAPIS is up for “Best Agency Broker” in the 2026 @WatersTech Rankings. Voting closes on Friday, May 22: https://t.co/mwfNoswVg7

[CAPIS @capisinc]

Celebrating 50 years of transparency, trust and execution excellence. Since 1977, CAPIS has helped shape institutional trading—pioneering commission management and delivering high-touch execution. Thank you to our clients and partners for your ongoing support.

[CAPIS @capisinc]

CAPIS is proud to sponsor the 141st Annual Texas Bankers Association Convention in Dallas. Our SVP, Director of Bank & Trust Services, Jon Lantz, will be on-site and is looking forward to connecting with some of the industry’s most influential bank and trust professionals.

[CAPIS @capisinc]

CAPIS is shortlisted for “Best Agency Broker” in the 2026 @WatersTech Rankings. Vote now before May 22: https://t.co/mwfNoswnqz

[CAPIS @capisinc]

On May 14 at 10:00 AM CT / 11:00 AM ET, join CAPIS’ Monthly Research Briefing with Katie Stockton of Fairlead Strategies for her latest technical market outlook.
Register now: https://t.co/RieazfnsTF

[CAPIS @capisinc]

#ICYMI: CAPIS COO Dave Choate recently shared his perspective on the rise of passive investing — and what it means for price discovery, capital allocation and the future of market growth

Read the full feature in @investmentnews: https://t.co/nLmW7fMN7I

[CAPIS @capisinc]

The CAPIS team is heading to the 47th Annual 2026 MOKAN Trust & Financial Conference on May 6-8! CAPIS' Jon Lantz and Coleen Donohue will be on site and look forward to connecting with clients, partners and industry friends.
Full event information: https://t.co/VwmoHaOObg

[CAPIS @capisinc]

In the first installment of our Outsourced Trading Use Case series, read how an emerging RIA used CAPIS to scale execution, reduce overhead, and strengthen due diligence positioning — without building an internal trading desk: https://t.co/DEWFQcySJt

[CAPIS @capisinc]

CAPIS is heading to the @NDBankers Tri-State Trust Conference in Fargo, ND on April 27–29. SVPs Jon Lantz and Ed O’Dowd will be on-site connecting with the trust & custody community. See you there!
To learn more about our Bank & Trust services, visit: https://t.co/c5xYuPoV84

[CAPIS @capisinc]

In @investmentnews, CAPIS COO David Choate outlines how passive dominance is reshaping capital allocation—pushing growth to private markets and risking long-term returns.
Read more: https://t.co/nLmW7fMfia

[CAPIS @capisinc]

CAPIS is partnering with @STPIS to deliver a coordinated outsourced trading and operations model—integrating execution with middle- and back-office workflows to reduce friction and support scalable growth.

Learn more: https://t.co/7egukB6ohh

[CAPIS @capisinc]

CAPIS Director of Institutional Sales Chris Halverson will attend the STANY Annual Conference, taking place at the New York Stock Exchange on April 13.
If you’ll be attending, please reach out to connect on-site. See you there!

[CAPIS @capisinc]

#ICYMI: Hear from CAPIS COO David Choate in @traders_tweets on how tax policy is distorting investor behavior — and why revisiting the framework could restore parity across pooled investment vehicles: https://t.co/xYaNg7e08r

[CAPIS @capisinc]

Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on AI-driven CapEx, Big Tech earnings drivers and NVIDIA’s role in the evolving market.

Read the full recap: https://t.co/zlkxnNOact

[CAPIS @capisinc]

TOMORROW at 10:00 AM CT / 11:00 AM ET: Andi Kerenxhi of @Ubineer will share insights on AI-driven investment strategies during the March edition of CAPIS’ Monthly Research Briefing. Don’t miss it—register now: https://t.co/nU9LUKFsDp

[CAPIS @capisinc]

Structural tax incentives are quietly reshaping market behavior. CAPIS COO David Choate speaks to @traders_tweets on why the mutual fund vs. ETF disadvantage undermines the very active management infrastructure that supports merit-based capital allocation: https://t.co/wjLHQYYzHP

[CAPIS @capisinc]

Across asset classes, the operating realities of trading desks are changing — and so is the strategic calculus around outsourced trading.

Where does OST create the greatest impact? We break it down in our latest guide: https://t.co/ScztQuOJX6