Capital Management Services, Inc.

Capital Management Services, Inc. (CRD# 118260) is a financial advisory firm headquartered in Manchester, MO. They manage $53,535,000 in 900 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $59,483
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, MO, TX

Financial Advisors at Capital Management Services, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
James M. Gissy
CRD#: 871546
410 Sovereign Ct., Suite 14, Manchester, MO 63021
93
Wealthminder
score

James Gissy (CRD# 871546) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 38 years of experience in the finance industry.

2
Angela R. Reynolds
CRD#: 2814939
30700 Russell Ranch Road, Suite 250, Westlake Village, CA 91362
93
Wealthminder
score

Angela Reynolds (CRD# 2814939) is an Investment Advisor Representative working at Capital Management Services, Inc. in Westlake Village, CA and has over 19 years of experience in the finance industry.

3
Ian T. Robertson
CRD#: 1779180
410 Sovereign Ct., Suite 14, Manchester, MO 63011
93
Wealthminder
score

Ian Robertson (CRD# 1779180) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 30 years of experience in the finance industry.

4
Anthony M. Roylance
CRD#: 6054330
410 Sovereign Ct., Suite 14, Manchester, MO 63011
93
Wealthminder
score

Anthony Roylance (CRD# 6054330) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 6 years of experience in the finance industry.

5
William E. Sherman
CRD#: 2382119
410 Sovereign Ct., Suite 14, Manchester, MO 63011
93
Wealthminder
score

William Sherman (CRD# 2382119) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 16 years of experience in the finance industry.

6
Michael D. Zimmerman
CRD#: 1122291
410 Sovereign Ct., Suite 14, Manchester, MO 63011
93
Wealthminder
score

Michael Zimmerman (CRD# 1122291) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 34 years of experience in the finance industry.

7
Joseph C. Gissy
CRD#: 6294262
410 Sovereign Ct., Suite 14, Manchester, MO 63011
90
Wealthminder
score

Joseph Gissy (CRD# 6294262) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 4 years of experience in the finance industry.

8
George Tyo
CRD#: 6861107
30700 Russell Ranch Road, Suite 250, Westlake Village, CA 91362
87
Wealthminder
score

George Tyo (CRD# 6861107) is an Investment Advisor Representative working at Capital Management Services, Inc. in Westlake Village, CA and has 1 year of experience in the finance industry.

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