CAPITAL MANAGEMENT SERVICES, INC.
  • CAPITAL MANAGEMENT SERVICES, INC.
  • RETIREMENT PLANNING SPECIALISTS
  • OSTLUND WEALTH MANAGEMENT
  • HTTPS://WWW.LINKEDIN.COM/IN/IRA-RICK-RICHARDSON
  • HTTPS://IRARICHARDSON.FREEDOMEQUITYGROUP.COM/
  • GROVE WEALTH ADVISORS
  • CMS CAPITAL MANAGEMENT SERVICES

Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 01/21/2020
Other registrations (6)
ADV Location MANCHESTER, MO, United States
Contact Info 636 xxxxxxx
Websites
AUM* 145,200,000 2%
of that, discretionary 145,000,000 2%
Number of Employees 6 20%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 600,000 157%
% High Net Worth 11.16% -26%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

161M 138M 115M 92M 69M 46M 23M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser ZEGA FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM4.5b #Funds-
Adviser GIBBS WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser WJ WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM261.5m #Funds-
Adviser TRUTORO Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM142.0m #Funds-
Adviser SOUND FINANCIAL STRATEGIES GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM217.7m #Funds-
Adviser STRAUSS FINANCIAL GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM276.0m #Funds-
Adviser NEW CENTURY FINANCIAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM192.9m #Funds-
Adviser FREEDOM INVESTMENT MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM568.7m #Funds-
Adviser JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM187.3m #Funds-
Adviser SIMPLICITY WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM4.3b #Funds-

Brochure Summary