James Short Cashmore

Employer firm

Capitol Securities Management, Inc. CRD 14169

$2.16B regulatory AUM 41 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 10/2017
  Multi-Bank Securities, Inc.
  Fort Lauderdale, FL
• 04/2018 → 04/2020
  Franklin/Templeton Distributors, Inc
  St. Petersburg, FL
• 07/2020 → Present
  Capitol Securities Management, Inc
  Tampa, FL
• 04/2020 → 07/2020
  Unemployed
  Tampa, FL
• 11/2017 → 03/2018
  Unemployed
  Tampa, FL

Previous Registrations

• 2013-06-26 → 2014-04-15
  D.A. Davidson & Co.
  St. Petersburg, FL
• 2004-11-16 → 2012-05-18
  Stephens
  St Petersburg, FL
  St Petersburg, FL
• 1996-03-21 → 2002-12-31
  William R. Hough & Co.
  St. Petersburg, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-06-08
• S65 Uniform Investment Adviser Law Examination
  2020-12-13

Designations

• Chartered Financial Analyst

Other Names

• Jim Cashmore
• James Short Cashmore
• James S. Cashmore