Virginia Capital Strategies

Virginia Capital Strategies (CRD# 150308) is a financial advisory firm headquartered in Roanoke, VA. They manage $143,889,870 in 273 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    273
    ACCOUNTS
  • Average Account Value
    $527,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

VA

Financial Advisors at Virginia Capital Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Stephen J. Bowery
CRD#: 1893325
110 W. Church Ave, Suite 401, Roanoke, VA 24011
96
Wealthminder
score

Stephen Bowery (CRD# 1893325) is an Investment Advisor Representative working at Virginia Capital Strategies in Roanoke, VA and has over 20 years of experience in the finance industry. Stephen Bowery 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.

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