Capital Management Investor Services, Inc.
- Regulatory AUM
- $11.0M
- Discretionary
- $11.0M
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 9
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 0 | $11.0M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Michael Kovach | Ceo & Chief Compliance Officer | Feb 2003 (24y) | 75% or more | |
| Bors, Sidney | 20% | Jan 2006 (21y) | GP / trustee / elected manager of Non Voting Shares (indirect) | |
| Carlson, Paula, Sue | Director Of Corporate Activities | Jul 2008 (18y) | Less than 5% | |
| Edzai K Chimedza | Director Of Trading Operations | CFP | Nov 2011 (15y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • NEGOTIABLE
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗