Unclaimed Profile

James Michael Gissy

CAPITAL MANAGEMENT SERVICES, INC.·MANCHESTER, Missouri

Series 7, Series 24, Series 63, Series 65Clean record30 years registeredCAPITAL MANAGEMENT SERVICES, INC.

410 SOVEREIGN CT., MANCHESTER, MO 63011CRD# 871546Firm CRD# 118260

Profile Verification

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

Identity

James Michael Gissy · MANCHESTER, MO

Registration

CRD #871546 · CAPITAL MANAGEMENT SERVICES, INC. · 30 years registered

Brand Profile

Not yet started

Career History

CAPITAL MANAGEMENT SERVICES, INC.

Oct 1995 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 1, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL MANAGEMENT SERVICES, INC.

CRD 118260 · SEC 801-117988

AUM

$137M

Regulatory assets under management

Employees

549 client accounts

Services offered by CAPITAL MANAGEMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL MANAGEMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does James Michael Gissy offer?

James Michael Gissy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANCHESTER, Missouri for a consultation.

What are James Michael Gissy's credentials?

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

Where is James Michael Gissy located?

James Michael Gissy is based in MANCHESTER, Missouri, working with CAPITAL MANAGEMENT SERVICES, INC.. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.

How does James Michael Gissy charge for services?

James Michael Gissy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL MANAGEMENT SERVICES, INC.?

CAPITAL MANAGEMENT SERVICES, INC. has approximately 6 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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