Unclaimed Profile

James J Donlin

CAPITOL SECURITIES MANAGEMENT, INC.·GLEN ALLEN, Virginia

CAPITOL 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.

Brand Profile

Not yet started

Disclosure history

11 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2579395

Firm CRD# 14169

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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