Unclaimed Profile

David Michael Kovach

CAPITAL MANAGEMENT INVESTOR SERVICES, INC.·MIAMI, Florida

Series 7, Series 6624 years registeredCAPITAL MANAGEMENT INVESTOR SERVICES, INC.

1221 BRICKELL AVE, MIAMI, FL 33131CRD# 4461516Firm CRD# 126173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Michael Kovach · MIAMI, FL

Registration

CRD #4461516 · CAPITAL MANAGEMENT INVESTOR SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CAPITAL MANAGEMENT INVESTOR SERVICES, INC.

May 2003 – present

BKS ADVISORS, LLC

Oct 2010 – Mar 2015

MIAMI, FL

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Nov 2001 – Feb 2003

FORT LAUDERDALE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 9, 2001

Years registered · 24

Disclosure History

2018Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPITAL MANAGEMENT INVESTOR SERVICES, INC.

CRD 126173 · SEC 801-68632

AUM

$15M

Regulatory assets under management

Employees

50 client accounts

Services offered by CAPITAL MANAGEMENT INVESTOR SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPITAL MANAGEMENT INVESTOR SERVICES, INC. →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Michael Kovach offer?

David Michael Kovach specializes in Investment Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.

What are David Michael Kovach's credentials?

David Michael Kovach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Kovach located?

David Michael Kovach is based in MIAMI, Florida, working with CAPITAL MANAGEMENT INVESTOR SERVICES, INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does David Michael Kovach charge for services?

David Michael Kovach's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL MANAGEMENT INVESTOR SERVICES, INC.?

CAPITAL MANAGEMENT INVESTOR SERVICES, INC. has approximately 2 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →