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).

By the Numbers
  • Total Assets Under Management
    1,403
    MILLION
  • Total Number of Accounts
    3,470
    ACCOUNTS
  • Average Account Value
    $404,189
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 81 - 90 of 97 top financial advisors.
81
John R. Trentanove
CRD#: 2969655
414 E. Market Street St.suite F, Charlottesville, VA 22902

John Trentanove (CRD# 2969655) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Charlottesville, VA and has over 26 years of experience in the finance industry.

82
Michael M. Via
CRD#: 722636
Tampa, FL

Michael Via (CRD# 722636) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Tampa, FL and has over 43 years of experience in the finance industry.

83
Jesse H. Wade
CRD#: 4587904
335 East Church Street, Martinsville, VA 24112

Jesse Wade (CRD# 4587904) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Martinsville, VA and has over 13 years of experience in the finance industry.

84
Edward L. Wetherell
CRD#: 2159349
28 W Market Street, Leesburg, VA 20176

Edward Wetherell (CRD# 2159349) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Leesburg, VA and has over 32 years of experience in the finance industry.

85
Jane B. Whittemore
CRD#: 1898859
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Jane Whittemore (CRD# 1898859) 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.

86
Dennis S. Williamson
CRD#: 823621
89 Headquarters Plaza North, Suite 1430, Morristown, NJ 07960

Dennis Williamson (CRD# 823621) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Morristown, NJ and has over 36 years of experience in the finance industry.

87
Herbert T. Wolf
CRD#: 1721082
129 West Patrick St., Ste. 6, Frederick, MD 21701

Herbert Wolf (CRD# 1721082) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Frederick, MD and has over 36 years of experience in the finance industry.

88
Morgan R. Allen
CRD#: 6566064
4050 Innslake Drive, Suite 250, Glen Allen, VA 23060

Morgan Allen (CRD# 6566064) 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.

89
James S. Cashmore
CRD#: 1602073
601 South Harbour Island Blvd, Suite 109, Tampa, FL 33602

James Cashmore (CRD# 1602073) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Tampa, FL and has over 3 years of experience in the finance industry.

90
Brian A. Cohen
CRD#: 1508111
201 Old Country Road, Suite 206, Melville, NY 11747

Brian Cohen (CRD# 1508111) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Melville, NY and has over 36 years of experience in the finance industry.

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