Capitol Securities Management, INC.

Assets Under Management

$1.8B

Number of Clients

3,745

Number of Advisors

101

Average Client AUM

$486K

AUM per Advisor

$18.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Capitol Securities Management (CSM) is a full-service retail brokerage and investment advisory firm. They offer personalized wealth management services and portfolio designs based on individual client needs. CSM offers financial planning, consulting, and investment advisory services through various programs, including wrap fee programs.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Location

4050 Innslake Drive, Suite 250, Glen Allen, VA, 23060

101 Advisors at this firm

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