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Capitol Securities Management, Inc. CRD 14169
$2.16B regulatory AUM 41 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-03-13 |
Branch Locations
803 Main Street Suite #3, Toms River, NJ 08753 • United States
201 Old Country Road Suite 206, Melville, NY 11747 • United States
25 Roosevelt Blvd, Marmora, NJ 08223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Wall Township | NJ | 04/2013 | 03/2017 |
| Capitol Securities Management, Inc | Red Bank | NJ | 03/2017 | Present |
| St. Josephs Grade School | Toms River | NJ | 06/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-12 |
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