William Hunter
William Hunter is a registered investment advisor at Capitol Securities Management, INC., based in Forest, VA, with 23 years of industry experience. William 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee is 2.0% per year. Fees are negotiable based on account complexity, asset size, and portfolio style.
Fee Estimator
Location
Forest, VA
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.
Exams
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