1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CAPGROUP ADVISORS

Map pinRICHMOND, VA
Phone804-648-3500
NotebookSEC #801-66418
Total AUM
$1.2B
Employees
15
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7100 FOREST AVE.
SUITE 301
RICHMOND
VA 23226
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
804-648-3500

ReceiptFinancials

Total AUM
$1.2B
Accounts
516
Discretionary
$308.2M
Accounts
423
Non-Discretionary
$850M
Accounts
93

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANHVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 30 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

Feature requires an account