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
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 71 - 80 of 97 top financial advisors.
71
Alan W. Sharpe
CRD#: 2011593
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Alan Sharpe (CRD# 2011593) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 33 years of experience in the finance industry.

72
David A. Shenton
CRD#: 2550873
Mosely, VA

David Shenton (CRD# 2550873) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Mosely, VA and has over 29 years of experience in the finance industry.

73
Yevgeniy Shvets
CRD#: 5159446
12100 Sunset Hills Road, Suite 100, Reston, VA 20190

Yevgeniy Shvets (CRD# 5159446) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 15 years of experience in the finance industry.

74
Allen B. Sims
CRD#: 424945
414 E. Market Street St.suite F, Charlottesville, VA 22902

Allen Sims (CRD# 424945) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Charlottesville, VA and has over 39 years of experience in the finance industry.

75
Holly Smith
CRD#: 1429151
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Holly Smith (CRD# 1429151) 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.

76
Claire E. Soja
CRD#: 2521634
601 South Harbour Island Blvd, Suite 109, Tampa, FL 33602

Claire Soja (CRD# 2521634) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Tampa, FL and has over 29 years of experience in the finance industry.

77
David A. Spiker
CRD#: 432149
12100 Sunset Hills Road, Suite 100, Reston, VA 20190

David Spiker (CRD# 432149) 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.

78
William R. Stade
CRD#: 2445590
12100 Sunset Hills Road, Suite 100, Reston, VA 20190

William Stade (CRD# 2445590) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 30 years of experience in the finance industry.

79
Robert G. Stein
CRD#: 869186
601 South Harbour Island Blvd, Suite 109, Tampa, FL 33602

Robert Stein (CRD# 869186) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Tampa, FL and has over 44 years of experience in the finance industry.

80
Timothy E. Strait
CRD#: 1442335
12100 Sunset Hills Road, Suite 100, Reston, VA 20190

Timothy Strait (CRD# 1442335) 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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