In a world where the agendas of shareholders trump the goals of clients and advisors, Capitol Securities Management puts advisors and clients first.

Consulting

Capitol Securities Management

Capitol Securities Management's headquarters in Glen Allen, VA, United States

The Red Bank office likely focuses on strategic leadership and high-level management initiatives.

Red Bank

The Reston office focuses on providing comprehensive retirement and wealth management services through financial planning and operational support.

Reston

Mark Hamby

Jim Wallace

Katie Hallberg

John Trentanove

Stephanie Guanzini

Paul Bedinger

R. Marc McKoy

Gil Kuta

John F. Cahill Esq.

Chris Cowans

Phil Arnheiter

J. Michael Kadick

Louis Pepe

Joseph Mauriello

Jerry Alley

E.b. Bartlett

Bill Stade

The Investment Management Team at Capitol Securities Management is dedicated to formulating and executing strategic investment solutions that align with the unique goals of clients. By leveraging deep industry expertise and a client-centric approach, the team focuses on portfolio management, risk assessment, and innovative financial strategies, ensuring that client interests remain at the forefront of all investment decisions.

Investment Management Team

The Leadership Team at Capitol Securities Management is responsible for setting the strategic direction and overseeing the company’s operations to ensure that the interests of advisors and clients remain at the forefront. Comprising senior executives across various disciplines, including compliance, retirement services, and investments, the team collaboratively drives initiatives that promote ethical practices, enhance client relationships, and foster a culture of financial integrity. Their collective expertise ensures that the firm navigates the complexities of the securities industry while prioritizing client needs and advisor support.

Leadership Team

The Compliance and Operations Team at Capitol Securities Management ensures adherence to regulatory standards and internal policies, safeguarding client interests and maintaining trust. This team streamlines operational processes, supports advisors in financial planning, and conducts thorough compliance analyses to uphold the company's commitment to prioritizing clients above all.

Compliance and Operations Team

This department provides expert guidance and strategies in financial planning and investment management.

Financial Services

This department oversees investment strategies and financial advisory services to optimize portfolio performance.

Investment Management

The Client Services Team at Capitol Securities Management is dedicated to providing exceptional support to clients and advisors, ensuring their needs are prioritized. This team facilitates account management, assists with inquiries, and enhances client engagement through personalized service, all while fostering strong relationships to uphold the company’s commitment to putting clients first.

Capitol Securities Management

Org chart

Teams

Investment Management Team

Leadership Team

Compliance and Operations Team

Financial Services

Investment Management

Client Services Team

Offices

Capitol Securities Management

Org chart

Teams

Investment Management Team

Leadership Team

Compliance and Operations Team

Financial Services

Investment Management

Client Services Team

Offices

Related companies