Top financial advisors in Manchester, MO
We’ve curated a list of the best financial advisors in Manchester, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$139,577,961
Number of advisors
6 advisors
| $139,577,961 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Manchester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Manchester. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Capital Management Services, Inc.
Capital Management Services, Inc. (CMS) is a registered investment adviser based in Missouri, established in 1986 by James M. Gissy. The firm offers ongoing portfolio management services to individuals and businesses, primarily utilizing a tactical asset allocation process with mutual funds and ETFs. CMS may engage third-party sub-advisors and managers to assist with portfolio management. The firm managed approximately $141.5 million of assets on a discretionary basis as of 12/31/2024. For fees, CMS charges up to 2.00% of assets under management, with fees negotiable and calculated monthly or quarterly based on the closing balance of the account. The firm may also charge additional fixed fees for financial planning services. CMS does not charge performance-based fees. Clients include individuals, trusts, estates, businesses, and employee benefit plans, with a minimum account value of $25,000 for managed accounts. CMS may accept accounts with lower initial values on a case-by-case basis. The firm's primary investment strategy is tactical asset allocation, involving mutual funds, ETFs, and occasional short positions. CMS does not receive compensation from third parties for providing advisory services and does not vote proxies on behalf of clients. The firm does not hold client funds but requires a qualified custodian for client assets. Clients grant CMS investment discretion, subject to their risk profile and investment objectives.
$139,577,961 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Manchester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Manchester. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.