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| Keyboard |
| Capitol Securities Management Inc
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|---|---|
| CRD # | 14169 |
| SEC # | 801-41033 |
| CIK # | 0007263555 |
| AUM | 2,162.4 M (2026-03-31) |
| Employees | 170 (74% Investors, 84% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-612-1484 |
| Address | 4050 Innslake Drive Glen Allen, VA 23060 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,890 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,287 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 0.0 |
| (h) Charitable organizations | 14 | 0.0 |
| (i) State or municipal government entities | 4 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.0 |
| (n) Other | 725 | 0.7 |
| Total | 3,970 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,275 | 1.8 |
| Non-Discretionary | 695 | 0.3 |
| Total | 3,970 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,970 | 2.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 41 |
| Serves | Institutional, Retail, Research |
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