Unclaimed Profile

James J Donlin

CAPITOL SECURITIES MANAGEMENT, INC.·GLEN ALLEN, Virginia

SIE, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record8 years registeredCAPITOL SECURITIES MANAGEMENT, INC.

100 CONCOURSE BLVD, GLEN ALLEN, VA 23059CRD# 2579395Firm CRD# 14169

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James J Donlin · GLEN ALLEN, VA

Registration

CRD #2579395 · CAPITOL SECURITIES MANAGEMENT, INC. · 8 years registered

Brand Profile

Not yet started

Career History

MARRIOTT SECURITIES, LLC

Oct 2021 – present

EAST WEST INVESTMENT ADVISORS, LLC

Jan 2021 – present

CAPITOL SECURITIES MANAGEMENT, INC.

Mar 2018 – Jan 2020

GLEN ALLEN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · March 23, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITOL SECURITIES MANAGEMENT, INC.

CRD 14169 · SEC 801-41033

AUM

$1.4B

Regulatory assets under management

Employees

177

3,470 client accounts

Services offered by CAPITOL SECURITIES MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITOL SECURITIES MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does James J Donlin offer?

James J Donlin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLEN ALLEN, Virginia for a consultation.

What are James J Donlin's credentials?

James J Donlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James J Donlin located?

James J Donlin is based in GLEN ALLEN, Virginia, working with CAPITOL SECURITIES MANAGEMENT, INC.. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.

How does James J Donlin charge for services?

James J Donlin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITOL SECURITIES MANAGEMENT, INC.?

CAPITOL SECURITIES MANAGEMENT, INC. has approximately 177 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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