CAPITAL MANAGEMENT SERVICES, INC.

RIASEC RegisteredEst. 2020

Total AUM

$145M

Discretionary

$145M

100% of AUM

Avg account

$600K

Accounts

242

Employees

Advisory reps

Firm details

Headquarters: MANCHESTER, Missouri
CRD number: 118260
Registered since: January 21, 2020
Website: cmsadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals67.63%
HNWI32.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Capital Management Services, Inc. is an independent, SEC-registered investment adviser that began registration in 2020 and is owned by an individual. The firm serves individual and family clients and acts as a capital allocator, combining fee models that include a percentage of assets under management and fixed fees. Its advisory services span financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting, manager selection, and educational workshops. The firm does not identify as an active ESG investor. It reports affiliations with other investment advisers and a law firm, and it lists selection of third-party advisers among its services, indicating a willingness to supplement in-house capabilities with external managers.