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| Capitol Securities Management Inc
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|
|---|---|
| CRD # | 14169 |
| SEC # | 801-41033 |
| CIK # | 0007263555 |
| AUM | $1.4 BB (2024-03-28) |
| Employees | 175 (73% Investors, 85% Brokers) |
| Phone | 888-612-1484 |
| Address | 4050 Innslake Drive Glen Allen, VA 23060 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,501 | 346.4 |
| (b) Individuals (high net worth individuals) | 1,014 | 490.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 8.8 |
| (h) Charitable organizations | 10 | 9.4 |
| (i) State or municipal government entities | 3 | 2.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 17.7 |
| (n) Other | 642 | 410.6 |
| Total | 3,202 | 1,285.9 |
| By Discretionary | ||
| Discretionary | 2,638 | 1,075.2 |
| Non-Discretionary | 564 | 210.7 |
| Total | 3,202 | 1,285.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 1,285.0 | |
| Total | 3,202 | 1,285.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Executive Wealth Management LLC
✚
|
MI | 1.4 |
|
SRS Capital Advisors LLC
✚
|
CO | 1.4 |
|
Westfuller Advisors LLC
✚
|
NY | 1.4 |
|
Sierra Capital LLC
✚
|
FL | 1.4 |
|
Flexible Plan Investments Ltd
✚
|
MI | 1.4 |
|
Phillips and Company Advisors LLC
✚
|
OR | 1.4 |
|
Atomi Financial Group Inc
✚
|
NY | 1.4 |
|
Potomac Fund Management Inc
✚
|
FL | 1.4 |
|
PDS Planning Inc
✚
|
OH | 1.4 |
|
Delta Asset Management LLC
✚
|
TN | 1.4 |