Capital Management Services, Inc.

Capital Management Services, Inc. (CRD# 118260) is a financial advisory firm headquartered in Manchester, MO. They manage $14,000,000 in 92 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $152,174
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Capital Management Services, Inc.
Showing 1 - 5 of 5 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 37 years of experience in the finance industry.

2
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 28 years of experience in the finance industry.

3
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 14 years of experience in the finance industry.

4
Anthony M. Roylance
CRD#: 6054330
410 Sovereign Ct., Suite 14, Manchester, MO 63011
90
Wealthminder
score

Anthony Roylance (CRD# 6054330) 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.

5
Joseph C. Gissy
CRD#: 6294262
Woodland Hills, CA
89
Wealthminder
score

Joseph Gissy (CRD# 6294262) is an Investment Advisor Representative working at Capital Management Services, Inc. in Woodland Hills, CA and has over 3 years of experience in the finance industry.

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