Caprin Asset Management, LLC

Caprin Asset Management, LLC (CRD# 106657) is a financial advisory firm headquartered in Henrico, VA. They manage $1,265,662,033 in 975 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,266
    MILLION
  • Total Number of Accounts
    975
    ACCOUNTS
  • Average Account Value
    $1,298,115
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, GA, KY, LA, MD, NC, NJ, NY, PA, SC, SD, TN, TX, VA, WV

Financial Advisors at Caprin Asset Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Michael L. Hoover
CRD#: 1721258
1802 Bayberry Court, Suite 202, Richmond, VA 23226
96
Wealthminder
score

Michael Hoover (CRD# 1721258) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Richmond, VA and has over 27 years of experience in the finance industry.

2
Cheryl L. Page
CRD#: 2211041
7100 Forest Ave, Richmond, VA 23226
96
Wealthminder
score

Cheryl Page (CRD# 2211041) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Richmond, VA and has over 24 years of experience in the finance industry. Cheryl Page 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.

3
Catherine C. Boswell
CRD#: 1318182
1802 Bayberry Court, Suite 202, Richmond, VA 23226
93
Wealthminder
score

Catherine Boswell (CRD# 1318182) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Richmond, VA and has over 30 years of experience in the finance industry.

4
Thomas R. Ferguson
CRD#: 2712959
1802 Bayberry Court, Suite 202, Richmond, VA 23226
93
Wealthminder
score

Thomas Ferguson (CRD# 2712959) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Richmond, VA and has over 7 years of experience in the finance industry.

5
Edwin B. Horner
CRD#: 501960
1022 Court St, Lynchburg, VA 24504
93
Wealthminder
score

Edwin Horner (CRD# 501960) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Lynchburg, VA and has over 30 years of experience in the finance industry.

6
Adam S. Plotkin
CRD#: 4194028
7100 Forest Avenue, Suite 303, Richmond, VA 23226
93
Wealthminder
score

Adam Plotkin (CRD# 4194028) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Richmond, VA and has over 16 years of experience in the finance industry.

7
Peyton M. Studebaker
CRD#: 4796069
1802 Bayberry Court, Ste 202, Richmond, VA 23226
93
Wealthminder
score

Peyton Studebaker (CRD# 4796069) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Richmond, VA and has over 12 years of experience in the finance industry.

8
Herbert B. Turner
CRD#: 5247812
1802 Bayberry Court, Suite 202, Richmond, VA 23226
93
Wealthminder
score

Herbert Turner (CRD# 5247812) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Richmond, VA and has over 9 years of experience in the finance industry.

9
Benjamin T. Bishop
CRD#: 6140952
1802 Bayberry Court, Suite 202, Richmond, VA 23226
90
Wealthminder
score

Benjamin Bishop (CRD# 6140952) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Richmond, VA and has over 3 years of experience in the finance industry.

10
Joseph A. Forchione
CRD#: 6087927
1802 Bayberry Court, Suite 202, Richmond, VA 23226
90
Wealthminder
score

Joseph Forchione (CRD# 6087927) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Richmond, VA and has over 4 years of experience in the finance industry.

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