Capital Management Services, Inc. logo

Capital Management Services, Inc. Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

Capital Management Services, Inc. operates in the investment management industry as a registered investment advisor. Based in Wayne, Pennsylvania, it has offered financial services since 1976 and established its registered advisor status in 1986. The firm provides a full range of financial services, including private investment counsel through major investment advisory firms, giving clients access to institutional separate account managers.

Securities are offered solely through registered representatives of Comprehensive Asset Management and Servicing, Inc., and Capital Management Services, Inc. and Feldman and Associates operate independently of that firm. In September 2025, CW Advisors, LLC acquired CMS Advisors.

Find Capital Management Services, Inc. employees' phone numbers or email addresses

Capital Management Services, Inc. Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Asia
1

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  • India
    1

Capital Management Services, Inc.'s Leadership

  • Stylized image of a person
    J. G.
    President
    Phone icon
  • Stylized image of a person
    R. D.
    Owner
    Phone icon
  • Stylized image of a person
    J. M.
    Project Manager
    Phone icon
  • Stylized image of a person
    T. F.
    Office Manager
    Phone icon
  • Stylized image of a person
    P. G.
    Customer Service Representative
    Phone icon
  • Stylized image of a person
    S. P.
    Customer Service Representative
    Phone icon
  • Stylized image of a person
    S. K.
    Firm Associate
    Phone icon

Capital Management Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Capital Management Services, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. G.
    President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    R. D.
    Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. M.
    Project Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    T. F.
    Office Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    P. G.
    Customer Service Representative
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. P.
    Customer Service Representative
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    S. K.
    Firm Associate
    Phone icon
    India
    Jun 08, 2026

Frequently Asked Questions

What is Capital Management Services, Inc. known for?

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Capital Management Services, Inc. was founded in 1986 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Capital Management Services, Inc.'s company overview page for more information.

What is Capital Management Services, Inc.'s most common email format?

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Capital Management Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Management Services, Inc. email formats with LeadIQ.

How many employees does Capital Management Services, Inc. have currently?

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Capital Management Services, Inc. has approximately 13 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Capital Management Services, Inc.'s key employees and leadership?

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As of July 2026, Capital Management Services, Inc.'s key employees include:

  • President: J. G.
  • Owner: R. D.
  • Project Manager: J. M.
  • Office Manager: T. F.
  • Customer Service Representative: P. G.

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