Elijay, GA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Capital Management Services, Inc.
Team
Firm-wide stats for Capital Management Services, Inc.
About
Capital Management Services provides ongoing portfolio management to individuals, trusts, businesses and employee benefit plans and also serves as a money manager for other investment advisers. The firm additionally offers complimentary or fixed‑fee financial planning to investment management clients as needed.
CMS employs a tactical asset allocation process that primarily uses mutual funds and ETFs, with active rebalancing to pursue identified market trends and occasional use of short positions. The firm may engage third‑party sub‑advisers and uses a turnkey asset management platform (Tactive Wealth Advisors) for back‑office administration, trading and billing.
Noteworthy features include its role managing accounts for other advisers and its coordination of billing and trade review with third‑party advisers and custodians, arrangements that are less common among similar teams. The brochure discloses a prior regulatory matter — a lapsed registration that resulted in a Missouri Securities Division fine in 2011 that the firm reports was corrected — and the firm notes participation in custodian‑sponsored educational conferences and routine account reviews and reporting.
Based on Capital Management Services, Inc.
Location
572 Maddox Drive, Suite 213
Elijay GA 30540
Advisors at this office
1
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