Capital Management Services, Inc.

Capital Management Services, Inc. (CRD# 118260) is a financial advisory firm headquartered in Manchester, MO. They manage $137,116,000 in 549 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
410 Sovereign Ct., Suite 14, Manchester, MO 63011
http://facebook.com/cmsadvisors
By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    549
    ACCOUNTS
  • Average Account Value
    $249,756
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, KS, MO, TX, WA

Financial Advisors at Capital Management Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Thomas Brown, financial advisor Manchester MO
Thomas W. Brown
CRD#: 1984340
410 Sovereign Ct., Suite 14, Manchester, MO 63011

Thomas Brown (CRD# 1984340) 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.

2
Richard Ervolino, financial advisor Hypoluxo FL
Richard W. Ervolino
CRD#: 2326532
Hypoluxo, FL

Richard Ervolino (CRD# 2326532) is an Investment Advisor Representative working at Capital Management Services, Inc. in Hypoluxo, FL and has over 30 years of experience in the finance industry.

3
Jeffrey Fouts, financial advisor Elijay GA
Jeffrey I. Fouts
CRD#: 2913419
572 Maddox Drive, Suite 213, Elijay, GA 30540

Jeffrey Fouts (CRD# 2913419) is an Investment Advisor Representative working at Capital Management Services, Inc. in Elijay, GA and has over 26 years of experience in the finance industry.

4
James Gissy, financial advisor Manchester MO
James M. Gissy
CRD#: 871546
410 Sovereign Ct., Suite 14, Manchester, MO 63021

James Gissy (CRD# 871546) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 44 years of experience in the finance industry.

5
Ian Robertson, financial advisor Manchester MO
Ian T. Robertson
CRD#: 1779180
410 Sovereign Ct., Suite 14, Manchester, MO 63011

Ian Robertson (CRD# 1779180) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 36 years of experience in the finance industry.

6
Michael Zimmerman, financial advisor Manchester MO
Michael D. Zimmerman
CRD#: 1122291
410 Sovereign Ct., Suite 14, Manchester, MO 63011

Michael Zimmerman (CRD# 1122291) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 40 years of experience in the finance industry.

7
Jonathan Pace, financial advisor Westlake Village CA
Jonathan P. Pace
CRD#: 6998715
30700 Russell Ranch Road, Suite 250, Westlake Village, CA 91362

Jonathan Pace (CRD# 6998715) is an Investment Advisor Representative working at Capital Management Services, Inc. in Westlake Village, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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