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Building 2CAPITAL ADVISORY GROUP

Map pinRICHMOND, VA
Phone804-648-3500
NotebookSEC #801-36440
Total AUM
$759.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7100 FOREST AVENUE, SUITE 301
RICHMOND
VA 23226-3742
USA
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
804-648-3500

ReceiptFinancials

Total AUM
$759.5M
Accounts
261
Discretionary
$27.1M
Accounts
74
Non-Discretionary
$732.4M
Accounts
187

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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