Capitol Securities Management, Inc.

Capitol Securities Management, Inc. (CRD# 14169) is a financial advisory firm headquartered in Glen Allen, VA. They manage $1,285,947,379 in 3,202 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,286
    MILLION
  • Total Number of Accounts
    3,202
    ACCOUNTS
  • Average Account Value
    $401,608
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Capitol Securities Management, Inc.
Showing 1 - 10 of 100 top financial advisors.
1
Roy Alexander
CRD#: 4313613
8134 Old Keene Mill Road, #201, Springfield, VA 22152

Roy Alexander (CRD# 4313613) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Springfield, VA and has over 23 years of experience in the finance industry.

2
Jerry G. Alley
CRD#: 1571590
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Jerry Alley (CRD# 1571590) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 36 years of experience in the finance industry.

3
Frank A. Ballinger
CRD#: 873485
Lantana, FL

Frank Ballinger (CRD# 873485) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Lantana, FL and has over 39 years of experience in the finance industry.

4
Jerome A. Baron
CRD#: 13157
1345 Avenue Of The Americas, 2nd Floor, New York, NY 10105

Jerome Baron (CRD# 13157) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in New York, NY and has over 38 years of experience in the finance industry.

5
Edwin C. Bartlett
CRD#: 6387868
1900 Eastwood Road, Unit 5, Wilmington, NC 28403

Edwin Bartlett (CRD# 6387868) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Wilmington, NC and has over 8 years of experience in the finance industry.

6
Vincent Bartone
CRD#: 4693821
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Vincent Bartone (CRD# 4693821) 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.

7
Mark E. Bechtle
CRD#: 1134006
414 E. Market Street St.suite F, Charlottesville, VA 22902

Mark Bechtle (CRD# 1134006) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Charlottesville, VA and has over 39 years of experience in the finance industry.

8
Paul A. Bedinger
CRD#: 719792
601 South Harbour Island Blvd, Suite 109, Tampa, FL 33602

Paul Bedinger (CRD# 719792) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Tampa, FL and has over 42 years of experience in the finance industry.

9
William L. Bendt
CRD#: 2100756
1470 Tobias Gadson Blvd, Suite 202 Room 110, Charleston, SC 29407

William Bendt (CRD# 2100756) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Charleston, SC and has over 32 years of experience in the finance industry.

10
Jeffrey L. Briggs
CRD#: 1422021
706 East Ave., Rochester, NY 14607

Jeffrey Briggs (CRD# 1422021) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Rochester, NY and has over 37 years of experience in the finance industry.

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