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).
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Total Assets Under Management1,403MILLION
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Total Number of Accounts3,470ACCOUNTS
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Average Account Value$404,189
- 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
Loree Harpole (CRD# 5509861) 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.
Gary Kazanjian (CRD# 7406047) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has 1 year of experience in the finance industry.
Richard Landi (CRD# 1336947) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 39 years of experience in the finance industry.
William Stewart (CRD# 1741754) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Boston, MA and has over 36 years of experience in the finance industry.
Joshua Thomas (CRD# 5842545) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Salisbury, MD and has over 13 years of experience in the finance industry.
James Wallace (CRD# 2099074) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Boston, MA and has over 33 years of experience in the finance industry.