CAPGROUP ADVISORS, LLC

CAPGROUP ADVISORS
RICHMOND, Virginia·9 registered advisors·CRD# 139874
SEC# 801-66418804-648-3500
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CAPGROUP ADVISORS, LLC

9 registered advisors
Clavel Tyrus Eubank
RICHMOND, Virginia
James Darwin Rorrer
RICHMOND, Virginia
Jeremy Karl Kuhlen
RICHMOND, Virginia
John Timothy Jester
RICHMOND, Virginia
Mark Gregory Smith
RICHMOND, Virginia
Matthew Joseph Buckley
RICHMOND, Virginia
Nicholas Philip Zizzo
RICHMOND, Virginia
Tommy Ray French
RICHMOND, Virginia
William Richard Smith
RICHMOND, Virginia
05

Office Locations

RICHMOND, Virginia
9 advisors

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Data sourced from SEC Form ADV filings. CAPGROUP ADVISORS, LLC (CRD# 139874) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.