Capital Management Services, Inc.

Jeffrey Fouts is a financial advisor at Capital Management Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has served as managing member of Fouts Law Group, LLC, a law firm, since 2012. Prior to joining Capital Management Services in 2018, he worked at Retirement Planning Specialists, Inc. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using mutual funds, ETFs, and occasional short positions, and manages accounts for other advisers alongside retail clients.

James Pritchett is a financial advisor at Capital Management Services, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Capital Management Services, he worked in various legal roles, including positions at Fouts Law Group, LLC and King & Spalding, LLP. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation approach primarily using mutual funds and ETFs and manages accounts for other investment advisers as well as retail clients.

Ian Robertson is a financial advisor at Capital Management Services, Inc. in Manchester, MO, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital Management Services since 2015. Outside of his advisory role, he owns ITROBERTSONCONSULTING, LLC, a marketing consulting firm based in Salem, SC. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million in assets. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs and serves both retail clients and other investment advisers.

Michael Zimmerman is a financial advisor at Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 designations with 42 years of industry experience. He has been with Cutter & Company Brokerage, Inc. since 2004. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million on a discretionary basis. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs, and it also manages accounts for other investment advisers while utilizing a turnkey asset management platform for operational functions.

Thomas Brown is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked with World Equity Group, Inc. since 2007 and National Financial Services since 1989. Outside of advisory work, he assists high school juniors and seniors through College Funding Solutions to select appropriate colleges and careers. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using mutual funds and ETFs and manages accounts for other investment advisers in addition to retail clients.

Richard Ervolino is a financial advisor at Capital Management Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC. Outside of his advisory role, he owns USA Tax Plan, Inc., which sells insurance and annuities, and serves as an independent contractor consultant for a financial education firm focused on tax, insurance, retirement, and estate planning. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs and manages accounts for both retail clients and other investment advisers.

James Gissy is a financial advisor at Capital Management Services, Inc. in Manchester, MO, with 30 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Capital Management Services since 1986. Outside of advisory work, he is the owner of Gissy Group LLC, which manages office condominium rentals. Capital Management Services provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation approach, primarily using mutual funds and ETFs, and also manages accounts for other investment advisers while utilizing a turnkey asset management platform for operational functions.