Capitol Securities Management

EST. AUM
$2,162,366,778

CONTACTS
37

CLIENT ACCOUNTS
3,970

Firm Details

Metro area Washington, DC
CRD Number 14169
Website capitolsecurities.com
Client types

Overview

Capitol Securities Management, established in 1985, is a privately owned full-service retail brokerage and investment advisory firm based in the Mid-Atlantic region. They prioritize clients and advisors, empowering professionals to deliver personalized wealth management services tailored to individual needs. With a focus on creating financial stability and security, they have built a reputation for excellence over 35 years. The company emphasizes avoiding agendas that prioritize corporate interests, selling proprietary products, and inaccessible executives. With over 150 investment professionals and support staff serving approximately 16,000 customer accounts, Capitol Securities Management remains committed to a balanced approach to investing and life as they continue their journey forward.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capitol Securities Management

Platform Details

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