Capital Management Investor Services, Inc.

Overview

Capital Management Investor Services, Inc. is a small, individually owned corporate adviser that provides portfolio management services targeted at individuals and small businesses. Filings describe a fee model that includes a percentage-of-AUM charge plus other fee arrangements. The firm is not identified as a multi-state adviser and does not self-identify as an active ESG investor or a capital allocator. SEC registration status is not specified in the available snapshot. The adviser’s regulatory classification is listed as unclassified.

Assets & Accounts

Investments & Alternatives