David Michael Kovach

Employer firm

Capital Management Investor Services, Inc. CRD 126173

$11.0M regulatory AUM 6 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Capital Management Investor Services, Inc.

Wausau, WI • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2026-07-21

WI RA
APPROVED

Since 2026-07-21

Branch Locations

Wausau, WI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capital Management Investor Services, Inc.	Boca Raton	FL	01/2003	Present

01/2003 → Present

Capital Management Investor Services, Inc.

Boca Raton, FL

Previous Registrations

2010-10-12 → 2015-03-25

Bks Advisors, Llc

Miami, FL

Southfield, MI
2003-05-20 → 2008-12-31

Capital Management Investor Services, Inc.

Miami, FL
2001-11-09 → 2003-02-05

Ameriprise Financial Services, Llc

Fort Lauderdale, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-02-07

S66 Uniform Combined State Law Examination

2002-02-07

View on SEC IAPD