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 31 - 40 of 100 top financial advisors.
31
Scott A. Gerham
CRD#: 1379361
201 Old Country Road, Suite 204, Melville, NY 11747

Scott Gerham (CRD# 1379361) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Melville, NY and has over 37 years of experience in the finance industry.

32
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.

33
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 13 years of experience in the finance industry.

34
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 8 years of experience in the finance industry.

35
Arthur T. Grutt
CRD#: 5194116
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Arthur Grutt (CRD# 5194116) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 16 years of experience in the finance industry.

36
Katherine R. Hallberg
CRD#: 5016264
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Katherine Hallberg (CRD# 5016264) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 16 years of experience in the finance industry.

37
Wythe C. Hogge
CRD#: 6442450
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Wythe Hogge (CRD# 6442450) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 7 years of experience in the finance industry. Wythe Hogge 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.

38
Angela Hopkins
CRD#: 5103832
89 Headquarters Plaza North, Suite 1430, Morristown, NJ 07960

Angela Hopkins (CRD# 5103832) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Morristown, NJ and has over 16 years of experience in the finance industry.

39
Malcolm J. Huckaby
CRD#: 4735117
1 Hollis Street, Suite 350, Wellesley, MA 02482

Malcolm Huckaby (CRD# 4735117) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Wellesley, MA and has over 18 years of experience in the finance industry.

40
William A. Hunter
CRD#: 4558583
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

William Hunter (CRD# 4558583) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 20 years of experience in the finance industry.

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