David Anthony Shenton

31 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Capitol Securities Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

101 advisors

Number of Clients

3,745 clients

Average Client Portfolio

$486K average

Assets Under Management

$1.8B

Fee Structure

Location

Mosely, VA

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

David is a passive investor in Two Sons Imports, a tequila importer and distributor. He spends minimal time on this activity, sending a few emails per year.