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 21 - 30 of 100 top financial advisors.
21
Michael T. Cross
CRD#: 1814187
414 E. Market Street St.suite F, Charlottesville, VA 22902

Michael Cross (CRD# 1814187) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Charlottesville, VA and has over 35 years of experience in the finance industry.

22
Timothy J. Crytzer
CRD#: 2514698
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Timothy Crytzer (CRD# 2514698) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 28 years of experience in the finance industry.

23
James M. Cumnock
CRD#: 1171024
12100 Sunset Hills Road, Suite 100, Reston, VA 20190

James Cumnock (CRD# 1171024) 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.

24
Patrick A. Dagostino
CRD#: 3005174
25 Roosevelt Blvd, Marmora, NJ 08223

Patrick Dagostino (CRD# 3005174) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Marmora, NJ and has over 23 years of experience in the finance industry.

25
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.

26
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 42 years of experience in the finance industry.

27
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 37 years of experience in the finance industry.

28
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 23 years of experience in the finance industry.

29
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 10 years of experience in the finance industry. Joseph Fumo 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.

30
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 38 years of experience in the finance industry.

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