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Capital Management Strategies, Inc.

18 Marks
Corp.
First Filed:Jul 27, 1998Latest Filed:Mar 18, 2026Address:4695 Macarthur Court, Suite 400, Newport Beach, CA 92660, US

Portfolio Overview

Registered
6(33%)
Pending
3(17%)
Dead
9(50%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
14(78%)
Class 35
Advertising, Business Services & Retail
5(28%)

TTAB Proceedings

No litigation activity

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Trademark Activity Timeline(1998 – 2026)

Trademark Portfolio

18 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
LIQUIDITY INSURANCE
LIQUIDITY INSURANCE
Service Mark
Word
ITU
PENDING
Owner:
Serial:99710977
Filed:Mar 18, 2026
Classes:36
S SUCCESSION CAPITAL ALLIANCE
S SUCCESSION CAPITAL ALLIANCE
Service Mark
Combined
ITU
PENDING
Owner:
Serial:98765838
Filed:Sep 24, 2024
Classes:36
Goods & Services
Insurance brokerage; Financial consultancy; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums, all for use in estate and business planning
SCA TRUSTED ADVISORS ALLIANCE
SCA TRUSTED ADVISORS ALLIANCE
Service Mark
Word
ABANDONED
Owner:
Serial:98765802
Filed:Sep 23, 2024
Classes:36
Goods & Services
Insurance brokerage; Financial consultancy; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums, all for use in estate and business planning
SUCCESSION CAPITAL ALLIANCE
SUCCESSION CAPITAL ALLIANCE
Service Mark
Word
ITU
PENDING
Owner:
Serial:98765761
Filed:Sep 23, 2024
Classes:36
Goods & Services
Insurance brokerage; Financial consultancy; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums, all for use in estate and business planning
CAPITAL MAXIMIZATION STRATEGY
CAPITAL MAXIMIZATION STRATEGY
Service Mark
Word
REGISTERED
Owner:
Serial:87394686
Filed:Mar 31, 2017
Classes:36
Registration:5462045
Registered:May 8, 2018
Goods & Services
administration services, namely, insurance consulting in the field of life insurance and financial management designed for use in estate planning and business planning
CMS CAPITAL MAXIMIZATION STRATEGY
CMS CAPITAL MAXIMIZATION STRATEGY
Service Mark
Combined
REGISTERED
Owner:
Serial:87394291
Filed:Mar 31, 2017
Classes:36
Registration:5472897
Registered:May 22, 2018
Goods & Services
Administration services, namely, insurance consulting in the field of life insurance and financial management designed for use in estate planning and business planning
CMS CAPITAL MAXIMIZATION STRATEGY
CMS CAPITAL MAXIMIZATION STRATEGY
Service Mark
Word
REGISTERED
Owner:
Serial:87394627
Filed:Mar 31, 2017
Classes:36
Registration:5472900
Registered:May 22, 2018
Goods & Services
Administration services, namely, insurance consulting in the field of life insurance and financial management designed for use in estate planning and business planning
INTELLIGENT LEVERAGE
INTELLIGENT LEVERAGE
Service Mark
Word
ABANDONED
Owner:
Serial:86554484
Filed:Mar 5, 2015
Classes:35
Goods & Services
"LEVERAGE"
INTELLIGENT LEVERAGE WITH LIFE INSURANCE
INTELLIGENT LEVERAGE WITH LIFE INSURANCE
Service Mark
Word
REGISTERED
Owner:
Serial:86554533
Filed:Mar 5, 2015
Classes:35, 36
Registration:5096165
Registered:Dec 6, 2016
Goods & Services
Promotion of life insurance service products on behalf of third parties | Insurance Brokerage services; brokerage of life insurance products and services; financial consulting
GAT
GAT
Service Mark
Word
REGISTERED
Owner:
Serial:85010897
Filed:Apr 9, 2010
Classes:36
Registration:4268613
Registered:Jan 1, 2013
Goods & Services
Insurance brokerage services
GENERATIONAL ASSET TRANSFER
GENERATIONAL ASSET TRANSFER
Service Mark
Word
ABANDONED
Owner:
Serial:85010896
Filed:Apr 9, 2010
Classes:35
GENERATIONAL SPLIT DOLLAR
GENERATIONAL SPLIT DOLLAR
Service Mark
Word
ABANDONED
Owner:
Serial:85010898
Filed:Apr 9, 2010
Classes:35
GSD
GSD
Service Mark
Word
REGISTERED
Owner:
Serial:85010900
Filed:Apr 9, 2010
Classes:36
Registration:4268614
Registered:Jan 1, 2013
Goods & Services
Insurance brokerage services
CMS II
CMS II
Service Mark
Combined
CANCELLED
Owner:
Serial:77002825
Filed:Sep 19, 2006
Classes:35
Registration:3407799
Registered:Apr 8, 2008
NON-RECOURSE INSURABILITY OPTION STRATEGY
NON-RECOURSE INSURABILITY OPTION STRATEGY
Service Mark
Word
ABANDONED
Owner:
Serial:78522230
Filed:Nov 23, 2004
Classes:36
ELIOS
ELIOS
Service Mark
Word
ABANDONED
Owner:
Serial:78510322
Filed:Nov 3, 2004
Classes:36
NIOS
NIOS
Service Mark
Word
ABANDONED
Owner:
Serial:78510323
Filed:Nov 3, 2004
Classes:36
CMS INSURANCE ESTATE PLANNING
CMS INSURANCE ESTATE PLANNING
Service Mark
Combined
ABANDONED
Owner:
Serial:75526312
Filed:Jul 27, 1998
Classes:36
Goods & Services
Insurance services including life insurance and premium financing programs designed for use in estate and business planning

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