Capital Management Investor Services, Inc.
RIASEC Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$1.2M
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 126173
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Capital Management Investor Services, Inc. is a small, corporately organized advisory firm that provides portfolio management services focused on individuals and small businesses. The firm is owned by an individual and operates under an unclassified adviser designation. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents70%
- Exchange Traded Equities30%
Owners & executives
1 of 1David Kovach
President, CEOCRD 4461516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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