CAPITAL MANAGEMENT SERVICES, INC.

CRD 118260 · SEC 801-117988

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410 SOVEREIGN CT., SUITE 13, MANCHESTER, MO, 63011, United States

Phone

636-207-5829

Fax

636-207-5838

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$145.2M

Discretionary AUM

$145.0M

Team

6 total employees; 5 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	215	$98.2M
High net worth individuals	27	$47.0M

States served

AZ, CA, CO, GA, IL, KS, MI, NY, WY, MO, WA, TX, FL

All web addresses on file

https://foutsestatelaw.com/financial-planning/
http://www.foutsretirementplanning.com
HTTP://CMSADVISORS.COM
HTTPS://CMSADVISORSERVICES.COM
https://www.facebook.com/RetirementIncomeConcepts/
http://www.foutsestatelaw.com

Official SEC filing: View on IAPD