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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

  • President at Capital Management Services, Inc.
    J. G.
    President
    Mobile Phone
  • Owner at Capital Management Services, Inc.
    R. D.
    Owner
    Mobile Phone
  • Project Manager at Capital Management Services, Inc.
    J. M.
    Project Manager
    Mobile Phone
  • Office Manager at Capital Management Services, Inc.
    T. F.
    Office Manager
    Mobile Phone
  • Customer Service Representative at Capital Management Services, Inc.
    P. G.
    Customer Service Representative
    Mobile Phone
  • Customer Service Representative at Capital Management Services, Inc.
    S. P.
    Customer Service Representative
    Mobile Phone
  • Firm Associate at Capital Management Services, Inc.
    S. K.
    Firm Associate
    Mobile Phone

Capital Management Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Banking
  • Other

Contact profiles from Capital Management Services, Inc.

Name
Title
Contact
Location
Last Update
  • President at Capital Management Services, Inc.
    J. G.
    President
    Mobile Phone
    Oct 16, 2024
  • Owner at Capital Management Services, Inc.
    R. D.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Project Manager at Capital Management Services, Inc.
    J. M.
    Project Manager
    Mobile Phone
    Oct 17, 2024
  • Office Manager at Capital Management Services, Inc.
    T. F.
    Office Manager
    Mobile Phone
    Oct 21, 2024
  • Customer Service Representative at Capital Management Services, Inc.
    P. G.
    Customer Service Representative
    Mobile Phone
    Oct 16, 2024
  • Customer Service Representative at Capital Management Services, Inc.
    S. P.
    Customer Service Representative
    Mobile Phone
    Oct 18, 2024
  • Firm Associate at Capital Management Services, Inc.
    S. K.
    Firm Associate
    Mobile Phone
    India
    Jun 08, 2026

Frequently Asked Questions

What is Capital Management Services, Inc. known for?

Minus sign iconPlus sign iconCapital Management Services, Inc. was founded in 1986 and operates in the Investment Management industry. You can contact Capital Management Services, Inc.'s main corporate office by phone at
+1-800-664-****
. Explore Capital Management Services, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconCapital Management Services, Inc. employees' email format typically follows the pattern of FLast@cms-advisors.com. 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?

Minus sign iconPlus sign iconCapital Management Services, Inc. has approximately 13 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

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

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As of August 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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