# CAPITAL MANAGEMENT SERVICES INC

CAPITAL MANAGEMENT SERVICES INC of WAYNE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 105903
- Type: SEC-registered investment adviser
- SEC file number: 801-30898
- Location: STRAFFORD BLDG FOUR, STE 300, 175 STRAFFORD AVENUE, WAYNE, PA, 19087-3333
- Phone: 610-254-0001
- Latest filing: 2025-05-29
- Regulatory AUM: $396.9M
- Discretionary AUM: $384.1M
- Non-discretionary AUM: $12.8M
- Clients: 8
- Accounts: 904

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Michael Ellis Feldman | PRESIDENT | — |
| Matthew J Purtill | CHIEF COMPLIANCE OFFICER | — |
| GARRETT JENNIFER ANN | CHIEF COMPLIANCE OFFICER | — |
| FELDMAN MICHAEL ELLIS | PRESIDENT | — |
| SUN DAVID YUWEN | CHIEF COMPLIANCE OFFICER | — |
| ALDERFER JEFFREY SCOTT | CHIEF COMPLIANCE OFFICER | — |
| BARE STEPHANIE LEE | CHIEF COMPLIANCE OFFICER | — |
| PURTILL MATTHEW J | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105903/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105903/similar
- Related entities: https://search.stillhousedata.com/firm/105903/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105903

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.