Overview
Assets Under Management: $1.8 billion
Headquarters: GLEN ALLEN, VA
High-Net-Worth Clients: 1,183
Average Client Assets: $609,935
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.67
Average High-Net-Worth Client Assets: $609,935
Total Client Accounts: 3,745
Discretionary Accounts: 3,074
Non-Discretionary Accounts: 671
Regulatory Filings
CRD Number: 14169
Filing ID: 2002492
Last Filing Date: 2025-07-08 14:54:00
Website: https://capitolsecurities.com