Unclaimed Profile

Page Gravely Lea

CAPES CAPITAL MANAGEMENT, INC.·NORFOLK, Virginia

Series 65Clean record24 years registeredCAPES CAPITAL MANAGEMENT, INC.

300 W. FREEMASON STREET, NORFOLK, VA 23510CRD# 4517851Firm CRD# 114639

Profile Verification

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

Identity

Page Gravely Lea · NORFOLK, VA

Registration

CRD #4517851 · CAPES CAPITAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPES CAPITAL MANAGEMENT, INC.

MONROE CAPITAL PARTNERS, LLC

Jan 2020 – Mar 2021

WILLIAMSBURG, VA

MONROE CAPITAL PARTNERS, LLC

Feb 2019 – Dec 2019

WILLIAMSBURG, VA

MONROE CAPITAL PARTNERS, LLC

Aug 2018 – Dec 2018

VIRGINIA BEACH, VA

CAPES CAPITAL MANAGEMENT, INC.

Nov 2001 – Jul 2018

NORFOLK, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 19, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPES CAPITAL MANAGEMENT, INC.

CRD 114639 · SEC 801-61027

AUM

$66M

Regulatory assets under management

Employees

119 client accounts

Services offered by CAPES CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPES CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Page Gravely Lea offer?

Page Gravely Lea specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Page Gravely Lea's credentials?

Page Gravely Lea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Page Gravely Lea located?

Page Gravely Lea is based in NORFOLK, Virginia, last registered with CAPES CAPITAL MANAGEMENT, INC..

How does Page Gravely Lea charge for services?

Page Gravely Lea'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 CAPES CAPITAL MANAGEMENT, INC.?

CAPES CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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