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Adam S Plotkin

CAPRIN ASSET MANAGEMENT LLC·HENRICO, Virginia
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1802 BAYBERRY COURT, HENRICO, VA 23226CRD# 4194028Firm CRD# 106657
01

About

Adam S Plotkin is a registered financial advisor based in HENRICO, Virginia, affiliated with CAPRIN ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPRIN ASSET MANAGEMENT LLC
CAPRIN ASSET MANAGEMENT, LLC
AUM
$1.4B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CAPRIN ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4194028
Firm CRD# 106657
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam S Plotkin offer?
Adam S Plotkin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HENRICO, Virginia for a consultation.
What are Adam S Plotkin's credentials?
Adam S Plotkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam S Plotkin located?
Adam S Plotkin is based in HENRICO, Virginia, working with CAPRIN ASSET MANAGEMENT LLC. Their office serves clients in the HENRICO metropolitan area and surrounding communities.
How does Adam S Plotkin charge for services?
Adam S Plotkin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPRIN ASSET MANAGEMENT LLC?
CAPRIN ASSET MANAGEMENT LLC has approximately 10 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 HENRICO
Peyton Mills Studebaker — CAPRIN ASSET MANAGEMENT LLCCheryl Lynn Page — CAPRIN ASSET MANAGEMENT LLCJames Thomas Alexander — REDMOND ASSET MANAGEMENT, LLCJeremy Brian Kirkland — REDMOND ASSET MANAGEMENT, LLCEdwin Bryan Horner — CAPRIN ASSET MANAGEMENT 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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