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James J Donlin

CAPITOL SECURITIES MANAGEMENT, INC.·GLEN ALLEN, Virginia
Unclaimed Profile
100 CONCOURSE BLVD, GLEN ALLEN, VA 23059CRD# 2579395Firm CRD# 14169
01

About

James J Donlin is a registered financial advisor based in GLEN ALLEN, Virginia, affiliated with CAPITOL SECURITIES MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPITOL SECURITIES MANAGEMENT, INC.
CAPITOL SECURITIES MANAGEMENT, INC.
AUM
$1.4B
Regulatory assets under management
Employees
177
Total firm employees
View all advisors at CAPITOL SECURITIES MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2579395
Firm CRD# 14169
11 disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in GLEN ALLEN
Mark W. Claud — LINGERFELT COMMONWEALTH PARTNERS, LLCRobin Ransom — LINGERFELT COMMONWEALTH PARTNERS, LLCLia Bettenhausen Goff — CAPITOL SECURITIES MANAGEMENT, INC.Katherine Rose Hallberg — CAPITOL SECURITIES MANAGEMENT, INC.Kenneth Scott Strickler — LINGERFELT COMMONWEALTH PARTNERS, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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