CAPITAL MANAGEMENT SERVICES, INC.
CRD #118260 SEC #801-117988 MANCHESTER, MO 636-207-5829
SEC Registered Disclosures
Total AUM
$141.7M
Discretionary
$141.5M
Employees
5
Clients
25
Accounts
608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $141.7M | $141.5M | $200K | 5 | 0 |
| Mar 2025 | $141.7M | $141.5M | $200K | 5 | 0 |
| Mar 2024 | $137.1M | $136.9M | $200K | 6 | 0 |
| Aug 2023 | $139.8M | $139.6M | $200K | 6 | 0 |
| Apr 2023 | $139.8M | $139.6M | $200K | 7 | 0 |
| Apr 2023 | $139.8M | $139.6M | $200K | 7 | 0 |
| Apr 2023 | $139.8M | $139.6M | $200K | 7 | 0 |
| Mar 2023 | $139.8M | $139.6M | $200K | 8 | 0 |
| Feb 2023 | $147.8M | $147.8M | $0 | 8 | 0 |
| Jul 2022 | $147.8M | $147.8M | $0 | 9 | 0 |
| Jul 2022 | $147.8M | $147.8M | $0 | 9 | 0 |
| May 2022 | $147.8M | $147.8M | $0 | 12 | 0 |
| Apr 2022 | $147.8M | $147.8M | $0 | 13 | 0 |
| Mar 2022 | $147.8M | $147.8M | $0 | 13 | 0 |
| Mar 2021 | $160.6M | $160.6M | $0 | 13 | 0 |
| Nov 2020 | $97.9M | $96.8M | $1.1M | 13 | 0 |
| Oct 2020 | $97.9M | $96.8M | $1.1M | 13 | 0 |
| Sep 2020 | $97.9M | $96.8M | $1.1M | 13 | 0 |
| Jun 2020 | $97.9M | $96.8M | $1.1M | 13 | 0 |
| May 2020 | $97.9M | $96.8M | $1.1M | 13 | 0 |
| May 2020 | $97.9M | $96.8M | $1.1M | 13 | 0 |
| Apr 2020 | $97.9M | $96.8M | $1.1M | 13 | 0 |
| Apr 2020 | $97.9M | $96.8M | $1.1M | 13 | 0 |
| Jan 2020 | $100M | $100M | $0 | 6 | 0 |
| Jan 2020 | $100M | $100M | $0 | 6 | 0 |
| Dec 2019 | $100M | $100M | $0 | 6 | 0 |
| Dec 2019 | $100M | $100M | $0 | 6 | 0 |
DateApr 2025
Total AUM$141.7M
Discretionary$141.5M
Non-Disc.$200K
Employees5
Clients0
DateMar 2025
Total AUM$141.7M
Discretionary$141.5M
Non-Disc.$200K
Employees5
Clients0
DateMar 2024
Total AUM$137.1M
Discretionary$136.9M
Non-Disc.$200K
Employees6
Clients0
DateAug 2023
Total AUM$139.8M
Discretionary$139.6M
Non-Disc.$200K
Employees6
Clients0
DateApr 2023
Total AUM$139.8M
Discretionary$139.6M
Non-Disc.$200K
Employees7
Clients0
DateApr 2023
Total AUM$139.8M
Discretionary$139.6M
Non-Disc.$200K
Employees7
Clients0
DateApr 2023
Total AUM$139.8M
Discretionary$139.6M
Non-Disc.$200K
Employees7
Clients0
DateMar 2023
Total AUM$139.8M
Discretionary$139.6M
Non-Disc.$200K
Employees8
Clients0
DateFeb 2023
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees8
Clients0
DateJul 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees9
Clients0
DateJul 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees12
Clients0
DateApr 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees13
Clients0
DateNov 2020
Total AUM$97.9M
Discretionary$96.8M
Non-Disc.$1.1M
Employees13
Clients0
DateOct 2020
Total AUM$97.9M
Discretionary$96.8M
Non-Disc.$1.1M
Employees13
Clients0
DateSep 2020
Total AUM$97.9M
Discretionary$96.8M
Non-Disc.$1.1M
Employees13
Clients0
DateJun 2020
Total AUM$97.9M
Discretionary$96.8M
Non-Disc.$1.1M
Employees13
Clients0
DateMay 2020
Total AUM$97.9M
Discretionary$96.8M
Non-Disc.$1.1M
Employees13
Clients0
DateMay 2020
Total AUM$97.9M
Discretionary$96.8M
Non-Disc.$1.1M
Employees13
Clients0
DateApr 2020
Total AUM$97.9M
Discretionary$96.8M
Non-Disc.$1.1M
Employees13
Clients0
DateApr 2020
Total AUM$97.9M
Discretionary$96.8M
Non-Disc.$1.1M
Employees13
Clients0
DateJan 2020
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients0