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Capital Management Investor Services, Inc. (Miami)


Capital Management Investor Services, Inc. is an adviser based in Miami. It manages $15 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.

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Capital Management Investor Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Management Investor Services: assets under management

The assets under management (AUM) of Capital Management Investor Services, Inc. is $15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Capital Management Investor Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Rachel Macmillan 5% 1 Jan 2006 Other 5286846
Jeff Krich 5% 1 Jan 2006 Other 5286854
Sidney Bors 20% 1 Jan 2006 Other 5286856

Based in Miami

The principal office where Capital Management Investor Services, Inc. performs its advisory services is located at 1221 Brickell Ave, Miami, FL 33131 The mailing address of the firm is 714 E. Palmetto Park Rd., Boca Raton, FL 33486. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-361-2833 or by fax 561-361-2866. The normal business hours are 8:30am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.capitalmanagementinvestorservices.com.


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