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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- InsightMeridian +more
- Established Date
- 10-01-1995
- Office Locations
- 5
Office Locations
About Capital Management Services, Inc.
Capital Management Services, Inc. is an RIA focused on retirement-centric financial planning and lifestyle management, building custom strategies around income needs, expenses, taxes, and legacy goals. The team supports individuals and business owners with portfolio construction and active management using mutual funds and ETFs, and can incorporate insurance and annuity planning. Primary custodian: Charles Schwab.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES MICHAEL GISSY
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #871546
- Ownership
- 75% or more
JOSEPH CHARLES GISSY
Chief Compliance Officer, Chief Executive Officer, CHIEF OPERATING OFFICER
- CRD
- #6294262
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS WALTER BROWN
Consultant
- CRD
- #1984340
RICHARD WILLIAM ERVOLINO
Financial Advisor, General Partner
- CRD
- #2326532
Alpha insight
Peak value
- CRD
- #15130
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,000,000 | $604,167 |
| Non-Discretionary | $200,000 | $100,000 |
| Total | $145,200,000 | $600,000 |
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Separately Managed Accounts
Total SMA Asset: $145,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,803,303,955 | 61.4% |
| Equity - Exchange | $1,431,603,622 | 18.3% |
| Cash | $1,588,063,033 | 20.3% |
| Total | $7,822,970,610 | 100.0% |