CAPITAL MANAGEMENT SERVICES INC
Legal name: CMS WEALTH MANAGEMENT
CRD #105903 SEC #801-30898 WAYNE, PA 610-254-0001
SEC Registered
Total AUM
$396.9M
Discretionary
$384.1M
Employees
8
Clients
51
Accounts
904
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $396.9M | $384.1M | $12.8M | 8 | 0 |
| May 2025 | $396.9M | $384.1M | $12.8M | 8 | 0 |
| Feb 2025 | $396.9M | $384.1M | $12.8M | 8 | 0 |
| Feb 2024 | $358.2M | $345.7M | $12.5M | 8 | 295 |
| Feb 2024 | $358.2M | $345.7M | $12.5M | 8 | 296 |
| Sep 2023 | $320.8M | $311.7M | $9.1M | 9 | 294 |
| Feb 2023 | $320.8M | $311.7M | $9.1M | 9 | 294 |
| Feb 2022 | $369.5M | $361.8M | $7.7M | 9 | 0 |
| Mar 2021 | $295.5M | $289M | $6.5M | 9 | 65 |
| Jan 2021 | $255.7M | $250.7M | $5M | 10 | 2 |
| Aug 2020 | $255.7M | $250.7M | $5M | 10 | 2 |
| May 2020 | $255.7M | $250.7M | $5M | 10 | 2 |
| May 2020 | $255.7M | $250.7M | $5M | 10 | 2 |
| Mar 2020 | $255.7M | $250.7M | $5M | 10 | 2 |
| Sep 2019 | $214M | $214M | $0 | 9 | 2 |
| Apr 2019 | $214M | $214M | $0 | 9 | 2 |
| Mar 2019 | $214M | $214M | $0 | 9 | 2 |
| Mar 2018 | $232.9M | $232.5M | $373.6K | 9 | 2 |
| Mar 2018 | $232.9M | $232.5M | $373.6K | 9 | 2 |
| Mar 2017 | $220.8M | $220.5M | $320K | 10 | 250 |
| Mar 2017 | $220.8M | $220.5M | $320K | 10 | 250 |
| Jul 2016 | $213.2M | $212.9M | $309.1K | 8 | 250 |
| Mar 2016 | $213.2M | $212.9M | $309.1K | 8 | 250 |
| Mar 2016 | $213.2M | $212.9M | $309.1K | 8 | 250 |
| Jun 2015 | $252.9M | $252M | $911.5K | 9 | 250 |
| Mar 2015 | $252.9M | $252M | $911.5K | 9 | 250 |
| Jul 2014 | $260.7M | $242.9M | $17.8M | 9 | 600 |
| Mar 2014 | $260.7M | $242.9M | $17.8M | 9 | 600 |
| Jan 2014 | $355.5M | $318.2M | $37.3M | 9 | 600 |
| Nov 2013 | $355.5M | $318.2M | $37.3M | 9 | 600 |
| Oct 2013 | $355.5M | $318.2M | $37.3M | 9 | 600 |
| Oct 2013 | $355.5M | $318.2M | $37.3M | 9 | 600 |
| Aug 2013 | $355.5M | $318.2M | $37.3M | 9 | 600 |
| Mar 2013 | $355.5M | $318.2M | $37.3M | 9 | 600 |
| Sep 2012 | $320.2M | $270.3M | $49.9M | 11 | 600 |
| May 2012 | $320.2M | $270.3M | $49.9M | 11 | 600 |
| May 2012 | $320.2M | $270.3M | $49.9M | 11 | 600 |
| Mar 2012 | $447.9M | $390M | $57.8M | 11 | 600 |
| Jan 2012 | $408.4M | $349.5M | $58.9M | 11 | 600 |
| Jun 2011 | $408.4M | $349.5M | $58.9M | -- | -- |
| Mar 2011 | $408.4M | $349.5M | $58.9M | -- | -- |
| Jun 2010 | $306.7M | $249.2M | $57.5M | -- | -- |
| Mar 2008 | $249.8M | $237.8M | $12M | -- | -- |
| Apr 2007 | $203M | $190M | $13M | -- | -- |
| Mar 2007 | $203M | $190M | $13M | 10 | -- |
| Feb 2006 | $145M | $44M | $101M | 10 | -- |
| May 2004 | $94M | $6.3M | $87.7M | 10 | -- |
| May 2002 | $56M | $0 | $56M | 10 | -- |
DateJun 2025
Total AUM$396.9M
Discretionary$384.1M
Non-Disc.$12.8M
Employees8
Clients0
DateMay 2025
Total AUM$396.9M
Discretionary$384.1M
Non-Disc.$12.8M
Employees8
Clients0
DateFeb 2025
Total AUM$396.9M
Discretionary$384.1M
Non-Disc.$12.8M
Employees8
Clients0
DateFeb 2024
Total AUM$358.2M
Discretionary$345.7M
Non-Disc.$12.5M
Employees8
Clients295
DateFeb 2024
Total AUM$358.2M
Discretionary$345.7M
Non-Disc.$12.5M
Employees8
Clients296
DateSep 2023
Total AUM$320.8M
Discretionary$311.7M
Non-Disc.$9.1M
Employees9
Clients294
DateFeb 2023
Total AUM$320.8M
Discretionary$311.7M
Non-Disc.$9.1M
Employees9
Clients294
DateFeb 2022
Total AUM$369.5M
Discretionary$361.8M
Non-Disc.$7.7M
Employees9
Clients0
DateMar 2021
Total AUM$295.5M
Discretionary$289M
Non-Disc.$6.5M
Employees9
Clients65
DateJan 2021
Total AUM$255.7M
Discretionary$250.7M
Non-Disc.$5M
Employees10
Clients2
DateAug 2020
Total AUM$255.7M
Discretionary$250.7M
Non-Disc.$5M
Employees10
Clients2
DateMay 2020
Total AUM$255.7M
Discretionary$250.7M
Non-Disc.$5M
Employees10
Clients2
DateMay 2020
Total AUM$255.7M
Discretionary$250.7M
Non-Disc.$5M
Employees10
Clients2
DateMar 2020
Total AUM$255.7M
Discretionary$250.7M
Non-Disc.$5M
Employees10
Clients2
DateSep 2019
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees9
Clients2
DateApr 2019
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees9
Clients2
DateMar 2019
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees9
Clients2
DateMar 2018
Total AUM$232.9M
Discretionary$232.5M
Non-Disc.$373.6K
Employees9
Clients2
DateMar 2018
Total AUM$232.9M
Discretionary$232.5M
Non-Disc.$373.6K
Employees9
Clients2
DateMar 2017
Total AUM$220.8M
Discretionary$220.5M
Non-Disc.$320K
Employees10
Clients250
DateMar 2017
Total AUM$220.8M
Discretionary$220.5M
Non-Disc.$320K
Employees10
Clients250
DateJul 2016
Total AUM$213.2M
Discretionary$212.9M
Non-Disc.$309.1K
Employees8
Clients250
DateMar 2016
Total AUM$213.2M
Discretionary$212.9M
Non-Disc.$309.1K
Employees8
Clients250
DateMar 2016
Total AUM$213.2M
Discretionary$212.9M
Non-Disc.$309.1K
Employees8
Clients250
DateJun 2015
Total AUM$252.9M
Discretionary$252M
Non-Disc.$911.5K
Employees9
Clients250
DateMar 2015
Total AUM$252.9M
Discretionary$252M
Non-Disc.$911.5K
Employees9
Clients250
DateJul 2014
Total AUM$260.7M
Discretionary$242.9M
Non-Disc.$17.8M
Employees9
Clients600
DateMar 2014
Total AUM$260.7M
Discretionary$242.9M
Non-Disc.$17.8M
Employees9
Clients600
DateJan 2014
Total AUM$355.5M
Discretionary$318.2M
Non-Disc.$37.3M
Employees9
Clients600
DateNov 2013
Total AUM$355.5M
Discretionary$318.2M
Non-Disc.$37.3M
Employees9
Clients600
DateOct 2013
Total AUM$355.5M
Discretionary$318.2M
Non-Disc.$37.3M
Employees9
Clients600
DateOct 2013
Total AUM$355.5M
Discretionary$318.2M
Non-Disc.$37.3M
Employees9
Clients600
DateAug 2013
Total AUM$355.5M
Discretionary$318.2M
Non-Disc.$37.3M
Employees9
Clients600
DateMar 2013
Total AUM$355.5M
Discretionary$318.2M
Non-Disc.$37.3M
Employees9
Clients600
DateSep 2012
Total AUM$320.2M
Discretionary$270.3M
Non-Disc.$49.9M
Employees11
Clients600
DateMay 2012
Total AUM$320.2M
Discretionary$270.3M
Non-Disc.$49.9M
Employees11
Clients600
DateMay 2012
Total AUM$320.2M
Discretionary$270.3M
Non-Disc.$49.9M
Employees11
Clients600
DateMar 2012
Total AUM$447.9M
Discretionary$390M
Non-Disc.$57.8M
Employees11
Clients600
DateJan 2012
Total AUM$408.4M
Discretionary$349.5M
Non-Disc.$58.9M
Employees11
Clients600
DateJun 2011
Total AUM$408.4M
Discretionary$349.5M
Non-Disc.$58.9M
Employees--
Clients--
DateMar 2011
Total AUM$408.4M
Discretionary$349.5M
Non-Disc.$58.9M
Employees--
Clients--
DateJun 2010
Total AUM$306.7M
Discretionary$249.2M
Non-Disc.$57.5M
Employees--
Clients--
DateMar 2008
Total AUM$249.8M
Discretionary$237.8M
Non-Disc.$12M
Employees--
Clients--
DateApr 2007
Total AUM$203M
Discretionary$190M
Non-Disc.$13M
Employees--
Clients--
DateMar 2007
Total AUM$203M
Discretionary$190M
Non-Disc.$13M
Employees10
Clients--
DateFeb 2006
Total AUM$145M
Discretionary$44M
Non-Disc.$101M
Employees10
Clients--
DateMay 2004
Total AUM$94M
Discretionary$6.3M
Non-Disc.$87.7M
Employees10
Clients--
DateMay 2002
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees10
Clients--