James Edward Pritchett
Investment adviser representative at Capital Management Services, Inc.
10 yearsExperience
1 stateRegistered in
$145.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Capital Management Services, Inc.Nov 2025 to now
- Fouts Law Group, LLC.Jun 2023 to Sep 2025
- G Briceno Law FirmJan 2023 to Jun 2023
- University of Alabama School of LawMar 2020 to Dec 2022
- Epiq GlobalJun 2019 to Feb 2020
- King & Spalding, LLP.Jun 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Capital Management Services, Inc.
$145.2MAssets managed
242Clients
7Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8180729
- Firm CRD
- 118260