CAPIS Acquires the Plan Sponsor Services Business of TD Securities

CAPIS Acquires the Plan Sponsor Services Business of TD Securities

Capital Institutional Services, Inc., announced the recent acquisition from TD Securities of its Plan Sponsor Services business. Effective April 1, 2025, all existing TD Securities commission recapture programs will be administered by CAPIS. With this acquisition, CAPIS further strengthens its ability to provide commission management services to asset owners including pension funds, endowments and foundations, and mutual funds. “We are incredibl…

CAPIS Acquires TD Securities's Plan Sponsor Services Business

Capital Institutional Services (CAPIS), an institutional brokerage firm based in Dallas, has strategically strengthened its position within the commission recapture and commission management market by acquiring the Plan Sponsor Services business from TD Securities. The deal, which became effective on April 1, 2025, represents a pivotal move in CAPIS’ expansion plans, furthering its capabilities in serving institutional clients such as pension fu…