# Capital Management Services

Capital Management Services is a Bank / Wealth / Trust based in Santa Barbara, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** Manchester, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** cms-advisors.com
- **LinkedIn:** https://www.linkedin.com/company/capital-management-services256

## Regulatory record

- **CRD number:** 135617
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135617

## About

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.

## Sectors

- Wealth Management

## 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.

## Related profiles

- [Capital Management Associates](https://altss.com/profile/capital-management-associates)
- [Capital Medica Ventures](https://altss.com/profile/capital-medica-ventures)

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

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