# CAPITAL MANAGEMENT INVESTOR SERVICES, INC.

CAPITAL MANAGEMENT INVESTOR SERVICES, INC. of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 126173
- Type: SEC-registered investment adviser
- SEC file number: 801-68632
- Location: 1221 BRICKELL AVE 9TH FL, MIAMI, FL, 33131
- Phone: 954-263-6768
- Latest filing: 2026-07-21
- Regulatory AUM: $11.0M
- Discretionary AUM: $11.0M
- Clients: 1
- Accounts: 9

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| KOVACH DAVID MICHAEL | CEO & CHIEF COMPLIANCE OFFICER | — |
| MACMILLAN RACHEL | 5% | — |
| BORS SIDNEY | 20% | — |
| CARLSON PAULA SUE | DIRECTOR OF CORPORATE ACTIVITIES | — |
| BLAIR TANNER DUNN | MANAGER OF OPERATIONS | — |
| KRICH JEFF | 5% | — |
| CHIMEDRA EDZAI K | DIRECTOR OF TRADING OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126173/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126173/similar
- Related entities: https://search.stillhousedata.com/firm/126173/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126173

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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.