# Capital Management Investor Services

Capital Management Investor Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://investorservices.com
- **LinkedIn:** https://www.linkedin.com/company/itrustservices

## Regulatory record

- **CRD number:** 126173
- **SEC file number:** 801-68632
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126173

## About

CAPITAL MANAGEMENT INVESTOR SERVICES, INC. is an SEC-registered investment adviser in MIAMI, FL. The firm manages approximately $9 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who manages investment decisions at the firm?

No named principal or portfolio manager is publicly associated with Capital Management Investor Services. No biography, professional profile, or regulatory filing identifies an individual controlling investment decisions. For due-diligence purposes, the absence of identifiable decision-makers is a material information gap.

### Is Capital Management Investor Services associated with a larger financial group?

No parent company, subsidiary relationship, or shared branding with a known financial institution has been identified. The name's generic construction — 'Capital Management' combined with 'Investor Services' — does not inherently link to any disclosed corporate family in financial registries.

### Why can't I find a website or public filing for this firm?

Possible explanations include: the entity uses a different legal or trading name; it is defunct or dormant; it operates in a jurisdiction without publicly searchable advisor registries; it functions as an internal division of a larger, unlinked parent; or it deliberately maintains a private, referral-only client base with no digital presence. None of these scenarios can be confirmed from available sources.

## Related profiles

- [Gerald L. Delon, PhD](https://altss.com/profile/gerald-l-delon-phd)
- [Dee-Ann R. Fox, CFP](https://altss.com/profile/dee-ann-r-fox-cfp)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/capital-management-investor-services-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
