Capital Management Services Inc
CRD 105903SEC# 801-30898Wayne, PA
No longer SEC-registered. Capital Management Services Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$396.9M
Employees
8
Accounts
904
Location
Wayne, PA
Capital Management Services Inc assets under management
Capital Management Services Inc is a registered investment adviser overseen by the SEC based in Wayne, PA. It reports $396.9 million in regulatory assets under management and employs 8 people.
Capital Management Services Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew J Purtill Control | Chief Compliance Officer | Under 5% | 2015 |
| Michael Ellis Feldman Control | President | Over 75% | 1987 |
Frequently asked questions
How much does Capital Management Services Inc manage?
Capital Management Services Inc reports $396.9 million in regulatory assets under management on its Form ADV.
How many employees does Capital Management Services Inc have?
Capital Management Services Inc reports 8 employees.
Where is Capital Management Services Inc located?
Capital Management Services Inc is based in Wayne, PA.
Does Capital Management Services Inc disclose fund performance?
Capital Management Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087-3333 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$396.9MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$396.9Mregulatory AUM
Discretionary $384.1MNon-discretionary $12.8M