Capital Management Services
RIASEC Registered
Total AUM
$12M
Discretionary
$12M
100% of AUM
Avg account
$2.4M
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 135617
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capital Management Services is a very small, independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm serves a handful of individual and family clients, providing financial planning and portfolio management for individuals and small businesses. It charges clients on a percentage-of-assets-under-management basis and is not identified as a capital allocator, pension consultant, multi-state adviser, or an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities50%
- Investment Grade Corp Bonds25%
- Cash & Cash Equivalents20%
- US Government Bonds5%
Contacts
1 of 1David Biehl
Founder and PresidentCRD 2107103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations