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CAPITOL SECURITIES MANAGEMENT, INC.
GLEN ALLEN, VA
888-612-1484
SEC #801-41033Total AUM
$2.2B
Employees
170Clients
3,970Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4050 INNSLAKE DRIVE
SUITE 250
GLEN ALLEN
VA 23060
United States
SUITE 250
GLEN ALLEN
VA 23060
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
888-612-1484
Other Offices
37
Financials
Total AUM
$2.2B
Accounts
3,970Discretionary
$1.8B
Accounts
3,275Non-Discretionary
$319.4M
Accounts
695
Clients
Individual Clients
1,890AUM
$552.3M
HNW Individual Clients
1,287AUM
$838.6M
Pension/Profit Sharing Plan Clients
18AUM
$15.1M
Charitable Organization Clients
14AUM
$8.5M
Government Entity Clients
4AUM
$21.4M
Corporation or Business Clients
32AUM
$28.5M
Other Clients
725AUM
$698M
Description of Other Clients
TRUSTS/ESTATES/JOINT ACCNTS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Felony ChargeMisdemeanor ConvictionOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.