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CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260File 801-117988
APPROVED
Retail clients
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$145.2M
Bottom 25% of cohort (national)
Discretionary AUM
$145.0M
Non-discretionary $200K
Clients
242
242 accounts
Employees
6
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 21, 2020
- Principal office
- 410 SOVEREIGN CT., SUITE 13, MANCHESTER, MO, 63011
- Phone
- 636-207-5829
- Website
- HTTP://CMSADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $145.2M
- Discretionary AUM
- $145.0M
- Non-discretionary AUM
- $200K
- Discretionary accounts
- 240
- Non-discretionary accounts
- 2
- Total accounts
- 242
- AUM per client
- $600K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $47.0M |
| Individuals (other than high net worth individuals) | 215 | $98.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 145 | 242 | increased by97 |
| Apr 1, 2026 | AUM | $141,700,000 | $145,200,000 | increased by$3,500,000 |
| Apr 1, 2026 | Accounts | 608 | 242 | decreased by366 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 5 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,244 | 145 | decreased by1,099 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $147,757,614 | $141,700,000 | decreased by$6,057,614 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,244 | 608 | decreased by636 |
| Aug 1, 2022 | Employees | 12 | 9 | decreased by3 |
| Jun 1, 2022 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2022 | Clients | 562 | 1,244 | increased by682 |
| Apr 1, 2022 | AUM | $160,564,327 | $147,757,614 | decreased by$12,806,713 |
| Apr 1, 2022 | Accounts | 1,124 | 1,244 | increased by120 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.