Capitol Securities Management, Inc.

Capitol Securities Management, Inc. (CRD# 14169) is a financial advisory firm headquartered in Glen Allen, VA. They manage $538,685,721 in 1,789 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    539
    MILLION
  • Total Number of Accounts
    1,789
    ACCOUNTS
  • Average Account Value
    $301,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Capitol Securities Management, Inc.
Showing 1 - 10 of 106 top financial advisors.
1
Robert W. Campbell
CRD#: 5437091
100 Concourse Blvd, Suite 101, Glen Allen, VA 23059
100
Wealthminder
score

Rob Campbell (CRD# 5437091) is an Investment Advisor Representative and Registered Investment Advisor working at Capitol Securities Management, Inc. in Chesterfield, VA and has over 8 years of experience in the finance industry.

2
Gilbert A. Cohen
CRD#: 1802626
11710 Plaza America Drive, Suite 910, Reston, VA 20190
96
Wealthminder
score

Gilbert Cohen (CRD# 1802626) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 27 years of experience in the finance industry. Gilbert Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Roger J. Shawn
CRD#: 4486162
100 Concourse Blvd, Suite 101, Glen Allen, VA 23059
96
Wealthminder
score

Roger Shawn (CRD# 4486162) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 14 years of experience in the finance industry. Roger Shawn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kevin M. Slack
CRD#: 4267998
One Hollis Street, Suite 218, Wellesley, MA 02482
96
Wealthminder
score

Kevin Slack (CRD# 4267998) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Wellesley, MA and has over 13 years of experience in the finance industry. Kevin Slack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William R. Stade
CRD#: 2445590
11710 Plaza America Drive, Suite 910, Reston, VA 20190
96
Wealthminder
score

William Stade (CRD# 2445590) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 22 years of experience in the finance industry. William Stade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Roy Alexander
CRD#: 4313613
11710 Plaza America Drive, Suite 910, Reston, VA 20190
93
Wealthminder
score

Roy Alexander (CRD# 4313613) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 16 years of experience in the finance industry.

7
Vincent Bartone
CRD#: 4693821
11710 Plaza America Drive, Suite 910, Reston, VA 20190
93
Wealthminder
score

Vincent Bartone (CRD# 4693821) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 13 years of experience in the finance industry.

8
Donald B. Brown
CRD#: 4939640
100 Concourse Blvd, Suite 101, Glen Allen, VA 23059
93
Wealthminder
score

Donald Brown (CRD# 4939640) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 11 years of experience in the finance industry.

9
Andrew A. Burke
CRD#: 5301798
11710 Plaza America Drive, Suite 910, Reston, VA 20190
93
Wealthminder
score

Andrew Burke (CRD# 5301798) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 7 years of experience in the finance industry.

10
John F. Cahill
CRD#: 2875811
100 Concourse Blvd, Suite 101, Glen Allen, VA 23059
93
Wealthminder
score

John Cahill (CRD# 2875811) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 19 years of experience in the finance industry.

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