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).
-
Total Assets Under Management1,286MILLION
-
Total Number of Accounts3,202ACCOUNTS
-
Average Account Value$401,608
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Joseph Jianos (CRD# 1374020) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Boston, MA and has over 38 years of experience in the finance industry.
Robert Joseph (CRD# 2302064) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Wellesley, MA and has over 29 years of experience in the finance industry.
John Kelley (CRD# 2889795) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Worcester, MA and has over 25 years of experience in the finance industry.
Thomas Kepley (CRD# 2000973) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Columbia, SC and has over 33 years of experience in the finance industry.
Bradford Kimball (CRD# 1363609) 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.
Angelia King (CRD# 4072091) 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.
Kimberly Knapp (CRD# 2167694) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 23 years of experience in the finance industry.
Robert Knobel (CRD# 2565979) 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.
William Korn (CRD# 848586) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 40 years of experience in the finance industry. William Korn 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.
Gregory Kuta (CRD# 1687837) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 13 years of experience in the finance industry.