Capitol Wealth Management

Capitol Wealth Management (CRD# 287875) is a financial advisory firm headquartered in Concord, NH. They manage $28,965,519 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3 North Spring St Suite 200, Concord, NH 03301
https://www.linkedin.com/company/capitolwealthmanagement/
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $357,599
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH

Financial Advisors at Capitol Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Keith Burbank, financial advisor Concord NH
Keith J. Burbank
CRD#: 4341100
3 North Spring St Suite 200, Concord, NH 03301

Keith Burbank (CRD# 4341100) is an Investment Advisor Representative working at Capitol Wealth Management in Concord, NH and has over 10 years of experience in the finance industry.

2
Clayton Poole, financial advisor Concord NH
Clayton J. Poole
CRD#: 1070715
3 North Spring St Suite 200, Concord, NH 03301

Clayton Poole (CRD# 1070715) is an Investment Advisor Representative working at Capitol Wealth Management in Concord, NH and has over 28 years of experience in the finance industry.

3
James Steproe, financial advisor Concord NH
James G. Steproe
CRD#: 2980055
3 North Spring St Suite 200, Concord, NH 03301

James Steproe (CRD# 2980055) is an Investment Advisor Representative working at Capitol Wealth Management in Concord, NH and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals