Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
145 clients
Average Client Portfolio
$977K average
Assets Under Management
$141.7M

Fee Structure

Minimum Investment:$25K
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Location

572 Maddox Drive, Suite 213, Elijay, GA, 30540

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey is involved with Retirement Plan Specialties, Inc., a non-investment related tax entity. He is also a managing member of Fouts Law Group, LLC, a law firm, dedicating about half of his time to this role since 2012.

Employment History
Current Registrations
Capital Management Services, INC.
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Retirement Planning Specialists, INC.
August 2015 - December 2020 · 5 yrs 4 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.