CAPITOL SECURITIES MANAGEMENT, INC.

GLEN ALLEN, Virginia·9 registered advisors·CRD# 14169
SEC# 801-4103337888-612-1484
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
177
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
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CAPITOL SECURITIES MANAGEMENT, INC.

9 registered advisors
Edward Lee Wetherell
GLEN ALLEN, Virginia
George Mark Hamby
GLEN ALLEN, Virginia
Irina Zubov
GLEN ALLEN, Virginia
James J Donlin
GLEN ALLEN, Virginia
James Louis Wallace
GLEN ALLEN, Virginia
Jason Allen Snyder
GLEN ALLEN, Virginia
Joseph Aristotle Jianos
GLEN ALLEN, Virginia
Katherine Rose Hallberg
GLEN ALLEN, Virginia
Lia Bettenhausen Goff
GLEN ALLEN, Virginia
05

Office Locations

GLEN ALLEN, Virginia
9 advisors

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Data sourced from SEC Form ADV filings. CAPITOL SECURITIES MANAGEMENT, INC. (CRD# 14169) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.