Capital Management Services Inc.
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served24+6 YoYRank #734 of mapped providers
Assets under administration$21.2B0.0%Market share · rank #647
Fees received$488,621Median $13,358/planSum across Schedule C direct + indirect
Net wins YoY+67 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Capital Management Services Inc. plan look like?
Service mix · median fees per plan
Count of plans where Capital Management Services Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage; Investment advisory (participants)Code 26 | 19 | $13,017 | |
Investment advisory (plan); Other feesCode 27 | 2 | $17,103 | |
Securities brokerage commissions and fees; Securities brokerageCode 33 | 2 | $35,569 | |
Consulting feesCode 70 | 1 | $25,973 |
Competitor overlap
Percent of Capital Management Services Inc.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Capital Management Services Inc..
| Sponsor | From | Assets |
|---|---|---|
KATTEN MUCHIN ROSENMAN LLPIL · 362796532-007 | Charles Schwab | $793M |
VORYS, SATER, SEYMOUR AND PEASE LLPOH · 314333125-002 | Huntington National Bank | $436M |
ICE MILLER LLPIN · 350874357-003 | Charles Schwab | $371M |
FROST BROWN TODD LLPKY · 610722001-001 | Charles Schwab | $330M |
SMITH, GAMBRELL & RUSSELL, LLPGA · 580967450-005 | T. Rowe Price | $266M |
FROST BROWN TODD LLPKY · 610722001-005 | Charles Schwab | $179M |
Plans lost in 2024
Appeared last year under Capital Management Services Inc.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $27,892 | 3y | 1 |
BVH, INC.KS · 471888435-002 | $3.0B | 10,517 | $5,318 | 1y | 1 |
SIDLEY AUSTIN LLPIL · 364474078-100 | $1.9B | 6,029 | $22,954 | 4y | 1 |
FOLEY & LARDNER LLPWI · 390473800-007 | $1.7B | 3,511 | $29,967 | 5y | 1 |
MAYER BROWN LLPIL · 361447220-004 | $1.2B | 3,355 | $35,691 | 5y | 1 |
LITTLER MENDELSON, P.C.CA · 942602731-003 | $1.1B | 3,317 | $59,285 | 5y | 1 |
DENTONS US LLPIL · 361796730-001 | $999M | 2,649 | $8,682 | 4y | 1 |
SEYFARTH SHAW LLPIL · 362152202-004 | $926M | 2,908 | $13,286 | 4y | 2 |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | $849M | 1,854 | $7,673 | 5y | 1 |
KATTEN MUCHIN ROSENMAN LLPIL · 362796532-007 | $793M | 1,992 | $22,614 | 1y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into Capital Management Services Inc..
- CAPITAL MANAGEMENT SERVICES INC
- CAPITAL MANAGEMENT SERVICES INC.
- CAPITAL MANAGEMENT SERVICES, INC.
- CAPITAL MANAGEMENT SERVICES,INC.
- CAPITAL MGMT SERVICE INC
- CAPITAL MGMT SERVICES INC
- CAPITAL MGMT SERVICES INC.
- CAPITAL MGMT SERVICES, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Capital Management Services Inc.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 16 | 66.67% | 1.76% | +64.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Capital Management Services Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Capital Management Services Inc.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Faegre Drinker Biddle & Reath LLP | 1 | 4.2% |
| William Rothberg, P.C. | 1 | 4.2% |