Overview
Assets Under Management: $162 million
Headquarters: ROANOKE, VA
High-Net-Worth Clients: 32
Average Client Assets: $2.9 million
Frequently Asked Questions
VIRGINIA CAPITAL STRATEGIES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150308), VIRGINIA CAPITAL STRATEGIES is subject to fiduciary duty under federal law.
VIRGINIA CAPITAL STRATEGIES is headquartered in ROANOKE, VA.
VIRGINIA CAPITAL STRATEGIES serves 32 high-net-worth clients according to their SEC filing dated February 28, 2018. View client details ↓
According to their SEC Form ADV, VIRGINIA CAPITAL STRATEGIES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
VIRGINIA CAPITAL STRATEGIES manages $162 million in client assets according to their SEC filing dated February 28, 2018.
According to their SEC Form ADV, VIRGINIA CAPITAL STRATEGIES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.45%
Average Client Assets: $2.9 million
Total Client Accounts: 340
Discretionary Accounts: 340
Regulatory Filings
CRD Number: 150308
Filing ID: 1182575
Last Filing Date: 2018-02-28 13:35:00