Capitol Securities Management, Inc.

Capitol Securities Management, Inc. (CRD# 14169) is a financial advisory firm headquartered in Glen Allen, VA. They manage $1,094,574,278 in 2,690 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,095
    MILLION
  • Total Number of Accounts
    2,690
    ACCOUNTS
  • Average Account Value
    $406,905
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Capitol Securities Management, Inc.
Showing 1 - 10 of 99 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 21 years of experience in the finance industry.

2
Jerry G. Alley
CRD#: 1571590
999 Waterside Drive, Suite 2525, Norfolk, VA 23510

Jerry Alley (CRD# 1571590) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Norfolk, VA and has over 34 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 37 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 36 years of experience in the finance industry.

5
Edwin C. Bartlett
CRD#: 6387868
100 Concourse Blvd, Suite 101, Glen Allen, VA 23059

Edwin Bartlett (CRD# 6387868) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 6 years of experience in the finance industry.

6
Daniel J. Barton
CRD#: 1356647
100 Concourse Blvd, Suite 101, Glen Allen, VA 23059

Daniel Barton (CRD# 1356647) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 35 years of experience in the finance industry.

7
Vincent Bartone
CRD#: 4693821
100 Concourse Blvd, Suite 101, Glen Allen, VA 23059

Vincent Bartone (CRD# 4693821) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 17 years of experience in the finance industry.

8
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 37 years of experience in the finance industry.

9
Andrew R. Bellamah
CRD#: 2171352
8730 Georgia Avenue Suite 500, Silver Spring, MD 20910

Andrew Bellamah (CRD# 2171352) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Silver Spring, MD and has over 29 years of experience in the finance industry.

10
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 30 years of experience in the finance industry. William Bendt 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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