Capital Options, Inc.
Capital Options, Inc. (CRD# 309840) is a financial advisory firm headquartered in , . They manage $154,595,297 in 124 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Capital Options, Inc.
By the Numbers
-
Total Assets Under Management155MILLION
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Total Number of Accounts124ACCOUNTS
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Average Account Value$1,246,736
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC, TX
Financial Advisors at Capital Options, Inc.
1
Michael Brodnax (CRD# 709293) is an Investment Advisor Representative working at Capital Options, Inc. in Laurel Park, NC and has over 39 years of experience in the finance industry.
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