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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-20-1990
- Office Locations
- 1
Office Locations
About Capital Management Services
Capital Management Services (CMS) is a collections and BPO call-center provider serving national and regional financial services partners. It delivers first- and third-party receivables management, after-hours/customer support, and special projects across consumer lending, receivables management, and healthcare/insurance revenue cycle workflows. CMS emphasizes compliant, brand-protective recovery, data-driven strategy, and platform integration, including opt-in SMS payment reminders.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID BIEHL
President
- CRD
- #2107103
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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