RIA Intel›Advisers›Pennsylvania›CAPITAL MANAGEMENT SERVICES INC

CAPITAL MANAGEMENT SERVICES INC

Advisory

N·WAYNE, PA

Data as of Feb 14, 2024 · Source: SEC Form ADV

Total AUM

$397M

1-Year AUM Growth

+11.7%

3-Year CAGR

+6.8%

Employees

4

Assets Under Management

Total AUM$397M

Discretionary AUM$384M

Non-Discretionary AUM$13M

Discretionary %96.8%

Total Clients317

Team

Total Employees4

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record53

First FilingJan 30, 2001

Latest FilingFeb 14, 2024

🔒 Full AUM trend chart and 53 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAPITAL MANAGEMENT SERVICES INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.