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| Capital Management Services Inc
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|---|---|
| CRD # | 118260 |
| SEC # | 801-117988 |
| CIK # | 0001926723 |
| AUM | 145.2 M (2026-03-19) |
| Employees | 6 (83% Investors, 17% Brokers) |
| Fees | |
| Minimum | |
| Phone | 636-207-5829 |
| Address | 410 Sovereign Ct Manchester, MO 63011 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.7 | ||
| Pfizer Inc | 3.7 | ||
| Arista Networks Inc | 2.8 | ||
| United Rentals Inc /DE | 2.5 | ||
| BlackRock Inc | 2.1 | ||
| Moderna Inc | 2.1 | ||
| Mastercard Inc | 1.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.9 | ||
| Century Communities Inc | 1.7 | ||
| Academy Sports & Outdoors Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 98.2 |
| (b) Individuals (high net worth individuals) | 27 | 47.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 242 | 145.2 |
| By Discretionary | ||
| Discretionary | 240 | 145.0 |
| Non-Discretionary | 2 | 0.2 |
| Total | 242 | 145.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.2 | |
| Total | 242 | 145.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001926723] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vision Capital Partners
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MFG Investments LLC
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Guncheon Financial LLC
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Campbell Asset Management LLC
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Mercantile Advisors I LLC
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TX | 146.0 M |
|
CornerStone Wealth Partners LLC
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|
Blue Wealth Inc
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NC | 145.1 M |
|
Daniel KRUG & Associates Inc
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|
Twin Cities Retirement Group LLC
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|
Servant Financial Ltd
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143.6 M |