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Capital Management Services
Capital Management Services was established in 1986 as a US wealth manager and registered investment advisor. The firm delivers investment advisory services...
Overview
Capital Management Services was established in 1986 as a US wealth manager and registered investment advisor. The firm delivers investment advisory services focused on retirement planning, insurance planning, and portfolio management. It serves a client base that includes individuals, trusts, estates, businesses, and employee benefit plans across standard advisory mandates. No additional offices, team size, or dated operational events from the last 24 months appear in available records. No adjacent vehicles or philanthropic structures are disclosed. The firm operates as a conventional RIA without documented co-investment clubs, proprietary fund vehicles, or succession details beyond standard advisory registration.
General information
Firm type
Bank / Wealth / Trust
Year founded
1986
Location
Region
North America
Country
United States
City
Santa Barbara
Corporate office
Manchester, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Capital Management Services?
No named principals or CIO appear in public records.
Does Capital Management Services participate in fund commitments or only direct deals?
The firm provides portfolio management and advisory services; no fund commitments or direct deal activity is disclosed.
What investment stages does Capital Management Services typically target?
No stage-specific mandate is published.
How is Capital Management Services related to any parent or spinout?
No parent, affiliate, or spinout relationship is disclosed.
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