William Hunter
William Hunter is a registered investment advisor at Capitol Securities Management, INC., based in Glen Allen, VA, with 23 years of industry experience. William 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)
Customer Dispute
November 2016Other Business Activities
William is the President of HCI - EBS, Inc., an accounting, tax, TPA, and management consulting firm, dedicating nearly full-time hours to it. He also owns and operates a part-time solo law practice providing corporate and tax legal services, spending about 10-20% of his time on it.
Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Previous Registrations
Westminster Financial Securities, INC.Broker
Westminster Financial Advisory CORP
State Registrations5 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.