Stephen Bliss
Stephen Bliss is a registered investment advisor at Capitol Securities Management, INC., based in Glen Allen, VA, with 42 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.
Location
4050 Innslake Drive, Suite 250, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2025Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
The Williams Capital Group, L.P.Broker
Nutmeg Securities, LLCBroker
Cantor Fitzgerald & CO.Broker
Cantor Fitzgerald & CO.Broker
Banca Imi Securities CORP.Broker
Mabon, Nugent & CO.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.