C
Capital Management Investor Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,900,000
Total clients
10
70% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$890,000
About
Capital Management Investor Services, Inc. provides personalized, fee-only investment management and advisory services to individuals, pension and profit‑sharing plans, trusts, and small businesses. Services include discretionary portfolio management, ongoing consultation, and implementation using exchange‑traded funds, with the potential inclusion of individual equities, options, and fixed‑income securities.
The firm emphasizes ETF‑based portfolios supplemented by listed option strategies intended to enhance market returns, and it applies charting, fundamental, and technical analysis in security selection. Portfolios are managed on a discretionary basis with daily account review and a structured process to transition clients’ existing holdings to target allocations.
Notable distinctions include the explicit use of listed options as a regular component of ETF portfolios and a strict fee‑only policy that disallows commissions or finders’ fees, along with a stated lack of an account minimum and the ability to waive fees. The adviser manages under $9 million across roughly ten client accounts, a small scale that may lead to more direct oversight of trading, custodian recommendations, and individualized account handling.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Passive / index investing
Fee options
Fixed fees may be charged, details provided in writing prior to engagement
Minimum fee: 0.50% to 3.00% annually based on complexity, fees may be negotiated or waived Fee-only: Firm is strictly fee-only; no commissions or other compensation accepted
Main office location
Capital Management Investor Services, Inc.
1221 Brickell Ave, 9 Th Floor
Miami FL 33131, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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