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Mark Gregory Smith

CAPGROUP ADVISORS, LLC·RICHMOND, Virginia
Unclaimed Profile
7100 FOREST AVE., RICHMOND, VA 23226CRD# 2060446Firm CRD# 139874
01

About

Mark Gregory Smith is a registered financial advisor based in RICHMOND, Virginia, affiliated with CAPGROUP ADVISORS, LLC. 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
03

Firm Overview

Firm
CAPGROUP ADVISORS, LLC
CAPGROUP ADVISORS
AUM
$1.2B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at CAPGROUP ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2060446
Firm CRD# 139874
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Gregory Smith offer?
Mark Gregory Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Mark Gregory Smith's credentials?
Mark Gregory Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Gregory Smith located?
Mark Gregory Smith is based in RICHMOND, Virginia, working with CAPGROUP ADVISORS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Mark Gregory Smith charge for services?
Mark Gregory Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPGROUP ADVISORS, LLC?
CAPGROUP ADVISORS, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RICHMOND
Geoffrey Bonner Sale — RICHMOND CAPITAL MANAGEMENT INCClavel Tyrus Eubank — CAPGROUP ADVISORS, LLCJames Derrick Wreden — THETFORD INVESTMENT MANAGEMENT, INC.Michael Reilly Gibb — GODSEY & GIBB INCJohn Richard Tashjian — PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
Nearby cities in Virginia
ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
ARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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