Capgroup Advisors
Capgroup Advisors (CRD# 139874) is a financial advisory firm headquartered in Richmond, VA. They manage $1,158,175,940 in 516 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Capgroup Advisors
By the Numbers
-
Total Assets Under Management1,158MILLION
-
Total Number of Accounts516ACCOUNTS
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Average Account Value$2,244,527
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, NH, VA
Financial Advisors at Capgroup Advisors
No Advisor Found.
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