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Georgios Manou

Capitol Securities Management, INC.
26 Years of Experience
Rochester, NY
2 DisclosuresBroker
View SEC Summary
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Georgios Manou is a registered investment advisor at Capitol Securities Management, INC., based in Rochester, NY, with 26 years of industry experience. Georgios is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,970 clients with $2.2B in assets under management.

Capitol Securities Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
3,970 clients
Average Client Portfolio
$545K average
Assets Under Management
$2.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum advisory fee is 2.0% per year. Fees are negotiable based on account complexity, asset size, and portfolio style.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

706 East Ave., Rochester, NY, 14607

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2005
Final
Regulatory
April 2005
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Georgios is involved with Rochester Wealth Management, an investment-related business. He also performs data entry for Bianchi and Associates, an income tax and accounting services firm, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Capitol Securities Management, INC.
April 2015 - Present · 11 yrs 6 mos
Capitol Securities Management, INC.Broker
November 2006 - Present · 19 yrs 11 mos
Previous Registrations
The Concord Equity Group, LLCBroker
July 2005 - November 2006 · 1 yr 4 mos
Kirlin Securities INC.Broker
August 2000 - July 2005 · 4 yrs 11 mos
State Registrations8 states
ALFLMINJNYOHPAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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