C
$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-20-2003
- Office Locations
- 1
Office Locations
-- Wausau WI
About Capital Management Investor Services, Inc.
Capital Management Investor Services, Inc. is a Wausau-based RIA. The firm has been operating for 23 years. Managing $11.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
23.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID MICHAEL KOVACH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4461516
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,000 | $300,000 |
| Non-Discretionary | $0 | -- |
| Total | $11,000,000 | $300,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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