Capitol Securities Management, Inc.

Capitol Securities Management, Inc. (CRD# 14169) is a financial advisory firm headquartered in Glen Allen, VA. They manage $1,402,537,067 in 3,470 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,403
    MILLION
  • Total Number of Accounts
    3,470
    ACCOUNTS
  • Average Account Value
    $404,189
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
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 21 - 30 of 97 top financial advisors.
21
James L. Day
CRD#: 2014283
12100 Sunset Hills Road, Suite 100, Reston, VA 20190

James Day (CRD# 2014283) 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.

22
Ernest H. Dimattina
CRD#: 835274
12100 Sunset Hills Road, Suite 100, Reston, VA 20190

Ernest Dimattina (CRD# 835274) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 43 years of experience in the finance industry.

23
Kent E. Engelke
CRD#: 1421164
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Kent Engelke (CRD# 1421164) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 38 years of experience in the finance industry.

24
Jason T. Ferree
CRD#: 3235157
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Jason Ferree (CRD# 3235157) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 24 years of experience in the finance industry.

25
Joseph J. Fumo
CRD#: 6010416
25 Roosevelt Blvd, Marmora, NJ 08223

Joseph Fumo (CRD# 6010416) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Marmora, NJ and has over 11 years of experience in the finance industry.

26
Robert J. Garone
CRD#: 1313659
12100 Sunset Hills Road, Suite 100, Reston, VA 20190

Robert Garone (CRD# 1313659) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 39 years of experience in the finance industry.

27
Scott A. Gerham
CRD#: 1379361
201 Old Country Road, Suite 206, Melville, NY 11747

Scott Gerham (CRD# 1379361) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Melville, NY and has over 38 years of experience in the finance industry.

28
Marcus D. Gersbach
CRD#: 2322061
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Marcus Gersbach (CRD# 2322061) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 30 years of experience in the finance industry.

29
Ashley C. Gilfus
CRD#: 5007328
706 East Ave., Rochester, NY 14607

Ashley Gilfus (CRD# 5007328) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Rochester, NY and has over 14 years of experience in the finance industry.

30
Robert Green
CRD#: 6302501
25 Roosevelt Blvd, Marmora, NJ 08223

Robert Green (CRD# 6302501) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Marmora, NJ and has over 9 years of experience in the finance industry.

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