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Capitol Securities Management, Inc.

● SEC registered since 1992CRD 14169SEC# 801-41033Glen Allen, VA
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Reg. AUM
$1.82B
Employees
170
Accounts
3,745
Location
Glen Allen, VA

Capitol Securities Management, Inc. assets under management

Capitol Securities Management, Inc. is an investment advisory firm registered with the SEC based in Glen Allen, VA. The firm has been registered since 1992. It reports $1.8 billion in regulatory assets under management and employs 170 people.
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Capitol Securities Management, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Cs Financial Group Inc. ControlHolding CompanyOver 75%2006
Edward Lee WetherellChief Strategy OfficerUnder 5%2019
Irina ZubovDirector Of FinanceUnder 5%2022
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Frequently asked questions

How much does Capitol Securities Management, Inc. manage?

Capitol Securities Management, Inc. reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Capitol Securities Management, Inc. have?

Capitol Securities Management, Inc. reports 170 employees.

Where is Capitol Securities Management, Inc. located?

Capitol Securities Management, Inc. is based in Glen Allen, VA and has been SEC-registered since 1992.

Does Capitol Securities Management, Inc. disclose fund performance?

Capitol Securities Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4050 Innslake Drive, Suite 250, Glen Allen, VA 23060
Phone888-612-1484
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK7263555
Discloses disciplinary historyYes

Assets under management

Discretionary$1.53B
Non-discretionary$284.1M
Total (RAUM)$1.82B