Capital Management Services Inc.

Capital Management Services Inc. (CRD# 105903) is a financial advisory firm headquartered in Wayne, PA. They manage $213,206,701 in 608 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $350,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, NH, NJ, PA, TX

Financial Advisors at Capital Management Services Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Michael E. Feldman
CRD#: 1200174
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087
96
Wealthminder
score

Michael Feldman (CRD# 1200174) is an Investment Advisor Representative working at Capital Management Services Inc. in Wayne, PA and has over 30 years of experience in the finance industry. Michael Feldman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Eric T. Lanshe
CRD#: 2619283
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087
96
Wealthminder
score

Eric Lanshe (CRD# 2619283) is an Investment Advisor Representative working at Capital Management Services Inc. in Wayne, PA and has over 20 years of experience in the finance industry.

3
David A. Locher
CRD#: 872960
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087
93
Wealthminder
score

David Locher (CRD# 872960) is an Investment Advisor Representative working at Capital Management Services Inc. in Wayne, PA and has over 37 years of experience in the finance industry.

4
Eric L. Settle
CRD#: 5760761
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087
93
Wealthminder
score

Eric Settle (CRD# 5760761) is an Investment Advisor Representative working at Capital Management Services Inc. in Wayne, PA and has over 6 years of experience in the finance industry.

5
Sheetal Khanna
CRD#: 5109268
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087
90
Wealthminder
score

Sheetal Khanna (CRD# 5109268) is an Investment Advisor Representative working at Capital Management Services Inc. in Wayne, PA and has 1 year of experience in the finance industry. Sheetal Khanna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Matthew J. Purtill
CRD#: 5876192
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087
90
Wealthminder
score

Matthew Purtill (CRD# 5876192) is an Investment Advisor Representative working at Capital Management Services Inc. in Wayne, PA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.