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CAPITAL MANAGEMENT SERVICES, INC.

MANCHESTER, MO · CRD 118260 · IAPD ↗ · foutsretirementplanning.com · 636-207-5829

$145.2MRegulatory AUM
5Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
13States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CAPITAL MANAGEMENT SERVICES, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — CAPITAL MANAGEMENT SERVICES, INC. notice-filed in AZ, CO, MI, NY, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — CAPITAL MANAGEMENT SERVICES, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.