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| Happy Holidays!! thanks for using AUM13F!! |
| Capitol Securities Management Inc
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| CRD # | 14169 |
| SEC # | 801-41033 |
| CIK # | 0007263555 |
| AUM | $1.8 B (2025-07-08) |
| Employees | 170 (74% Investors, 84% Brokers) |
| Phone | 888-612-1484 |
| Address | 4050 Innslake Drive Glen Allen, VA 23060 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,817 | 492.3 |
| (b) Individuals (high net worth individuals) | 1,183 | 721.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 12.4 |
| (h) Charitable organizations | 13 | 8.0 |
| (i) State or municipal government entities | 5 | 21.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 23.6 |
| (n) Other | 689 | 539.7 |
| Total | 3,745 | 1,818.7 |
| By Discretionary | ||
| Discretionary | 3,074 | 1,534.6 |
| Non-Discretionary | 671 | 284.1 |
| Total | 3,745 | 1,818.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 1,817.4 | |
| Total | 3,745 | 1,818.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stack Financial Management Inc
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|
MT | 1.9 |
|
Retirement Plan Advisors LLC
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|
IL | 1.9 |
|
Everhart Financial Group Inc
✚
|
OH | 1.9 |
|
Capita Financial Network LLC
✚
|
UT | 1.8 |
|
Alphastar Capital Management LLC
✚
|
NC | 1.8 |
|
AXIA Advisory Corp
✚
|
IN | 1.8 |
|
PDS Planning Inc
✚
|
OH | 1.8 |
|
First Heartland Consultants Inc
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|
MO | 1.8 |
|
The Norden Group LLC
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|
UT | 1.7 |
|
CFO4Life Group LLC
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|
TX | 1.7 |