Capital Management Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Manchester, MO. Its latest Form ADV filing, dated March 19, 2026, reports $145M in regulatory assets under management, 6 employees, 3 offices, and 242 accounts.
Assets Under Management
$145M
Employees
6
Offices
3 offices
Total Clients
242
Primary office
MANCHESTER, MO
410 SOVEREIGN CT., SUITE 13, MANCHESTER, MO, United States
Top client segmentIndividuals represent 88.8% of total clients.
Top client categories% of clientsClients
1
Individuals
88.8%
215
2
HNWI
11.2%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 19, 2026
Discretionary99.9%
$145M
100% of total RAUM99.9%
Non-discretionary0.1%
$200K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$145M
Total Accounts242
10Y AUM Change+$45M (+45.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.