Capitol Securities Management
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Finance · Virginia, United States · 51-200 Employees

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Overview

Headquarters

4050 Innslake Dr Ste 250, Glen Allen, Vi...

Phone Number

(804) 612-9700

Revenue

$39.5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Dec
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ZI Rank
4
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2
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2

About Capitol Securities Management

Capitol Securities Management prioritizes the needs of advisors and clients, distinguishing itself in a market often driven by shareholder interests. The company combines advanced technology with a regional firm culture to offer personalized wealth management solutions to individual investors. With a focus on empowering financial advisors, Capitol Securities provides tailored advice and portfolio design based on clients' unique goals. Their services are available across the eastern seaboard, from southern Florida to upstate New York.Explore more
Capitol Securities Management's Social MediaPopular SearchesCapitol Securities Management IncCapitol SecuritiesCapitol Securities ManagementCapitol Securities IncSecurities Management IncSIC Code 62,628NAICS Code 52,523Show more

Capitol Securities Management Org Chart

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James Wallace, Chief Operating Officer at Capitol Securities Management
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Chief Operating Officer

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President

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Senior Vice President and Branch Office Manag...

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Senior Vice President

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Senior Vice President

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Senior Vice President

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Senior Vice President

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Senior Vice President

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Senior Vice President

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Senior Vice President

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Senior Vice President

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Senior Vice President

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Compare Similar Companies to Capitol Securities Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capitol Securities Manage...

$39.5M
51-200
Private
-
1981
James Wallace, Chief Operating Officer at Capitol Securities Management
James WallaceChief Operating Officer
$206.2M
201-500
Private
-
1987
$128.9M
201-500
Private
-
1981
ED
Elisa Del ValleChannel Chief of Staff & Channel Advisor
$126.9M
201-500
Private
<$5M
1974
$26.4M
51-200
Private
-
1968
MP
Michael PittsVice President, Marketing & Senior Financial Advisor
$22.3M
51-200
Private
-
1987
BO
Billy OliverioExecutive Vice President & Chief Marketing Officer
$12.1M
51-200
Private
-
1999
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capitol Securities Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capitol Securities Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capitol Securities Management.

Capitol Securities Management Tech Stack

A closer look at the technologies used by Capitol Securities Management

Most Recent Scoops

Person-Based
Earnings, Events, Finance
Person-Based
Artificial Intelligence
Facilities Relocation / Expansion
Capitol Securities Management is planning to move offices in March 2026. The move will impact employees at the existing office located at 89 Headquarters Plz N, Suite #1430, Morristown, NJ.
Facilities Relocation/Expansion
Project
, according to a high-level source in Financial Planning, is in the midst of initiatives related to asset management. Capitol Securities Management is currently evaluating vendors to support these efforts. The organization is seeking an extra source.
Asset Management, Financial Planning, Finance, Financial Strategy
Project
Financial Planning, Business Finance, Finance, Financial Operations, Financial Strategy
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Capitol Securities Management News & Media

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Frequently Asked Questions Regarding Capitol Securities Management

What is Capitol Securities Management's official website?
Capitol Securities Management's official website is www.capitolsecurities.com
What is Capitol Securities Management's Revenue?
Capitol Securities Management's revenue is $39.5 Million
What is Capitol Securities Management's SIC code?
Capitol Securities Management's SIC: 62,628
What is Capitol Securities Management's NAICS code?
Capitol Securities Management's NAICS: 52,523
How many employees does Capitol Securities Management have?
Capitol Securities Management has 51-200 employees
What industry does Capitol Securities Management belong to?
Capitol Securities Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Capitol Securities Management competition?
Capitol Securities Management top competitors include: Calton & Associates, Cetera Advisors, LaSalle St Securities, United Planners Financial Services
What technology does Capitol Securities Management use?
Some of the popular technologies that Capitol Securities Management uses are: Freshservice, Zingfit, DocuSign, WordPress.org
How do I contact Capitol Securities Management?
Capitol Securities Management contact info: Phone number: (804) 612-9700 Website: www.capitolsecurities.com
What does Capitol Securities Management do?

Capitol Securities Management prioritizes the needs of advisors and clients, distinguishing itself in a market often driven by shareholder interests. The company combines advanced technology with a regional firm culture to offer personalized wealth management solutions to individual investors. With a focus on empowering financial advisors, Capitol... Securities provides tailored advice and portfolio design based on clients' unique goals. Their services are available across the eastern seaboard, from southern Florida to upstate New York.Read More

What are Capitol Securities Management social media links?
Capitol Securities Management Linkedin page Capitol Securities Management Facebook page
Is Capitol Securities Management a public company?
Capitol Securities Management is private company therefore does not currently have an official ticker symbol
See more information about Capitol Securities Management

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