Capitol Securities Management, Inc.

Capitol Securities Management, Inc. (CRD# 14169) is a financial advisory firm headquartered in Glen Allen, VA. They manage $754,243,555 in 2,104 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    754
    MILLION
  • Total Number of Accounts
    2,104
    ACCOUNTS
  • Average Account Value
    $358,481
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, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Capitol Securities Management, Inc.
Showing 1 - 10 of 115 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 28 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
William A. Korn
CRD#: 848586
11710 Plaza America Drive, Suite 910, Reston, VA 20190
96
Wealthminder
score

William Korn (CRD# 848586) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 35 years of experience in the finance industry. William Korn 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
Stephen R. Nohowel
CRD#: 1491082
11710 Plaza America Drive, Suite 910, Reston, VA 20190
96
Wealthminder
score

Stephen Nohowel (CRD# 1491082) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 32 years of experience in the finance industry. Stephen Nohowel 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. Ridgway
CRD#: 2336660
100 Concourse Blvd, Suite 101, Glen Allen, VA 23059
96
Wealthminder
score

William Ridgway (CRD# 2336660) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 25 years of experience in the finance industry. William Ridgway 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
Lysa J. Rothenberg
CRD#: 1828542
100 Concourse Blvd, Suite 101, Glen Allen, VA 23059
96
Wealthminder
score

Lysa Rothenberg (CRD# 1828542) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 29 years of experience in the finance industry. Lysa Rothenberg 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.

7
David A. Spiker
CRD#: 432149
11710 Plaza America Drive, Suite 910, Reston, VA 20190
96
Wealthminder
score

David Spiker (CRD# 432149) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 36 years of experience in the finance industry.

8
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 24 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.

9
Timothy E. Strait
CRD#: 1442335
11710 Plaza America Drive, Suite 910, Reston, VA 20190
96
Wealthminder
score

Timothy Strait (CRD# 1442335) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 32 years of experience in the finance industry. Timothy Strait 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.

10
Jerry D. Sutherland
CRD#: 1413279
14105 Wainwright Court, Bowie, MD 20715
96
Wealthminder
score

Jerry Sutherland (CRD# 1413279) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Bowie, MD and has over 32 years of experience in the finance industry. Jerry Sutherland 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.

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