Bradford Kimball is a registered investment advisor at Capitol Securities Management, INC., based in Boston, MA, with 37 years of industry experience. Bradford 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
50 Congress Street, Suite 700, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bradford works as a realtor for Douglas Elliman, representing buyers and sellers of real estate since February 2023. This activity takes a few hours per week.
Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Previous Registrations
Titus Rockefeller, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Seacrest Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Detwiler Fenton & CO.
Detwiler Fenton & CO.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
A. G. Edwards & Sons, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations32 states
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.