Capital Management Investor Services, Inc.

Overview

Capital Management Investor Services, Inc. is a small corporate RIA owned by an individual and organized to provide portfolio management for individual investors and small businesses. The firm charges fees based on a percentage of assets under management. It does not self-identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or a related adviser. Public filings classify the firm as unclassified and indicate it is not a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices