Investment adviser · CRD 14169

CAPITOL SECURITIES MANAGEMENT, INC.

Investment adviser filing (IA)

GLEN ALLEN, VA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $2.16B
Client accounts: 3,970
Employees: 170
Advisory professionals: 126

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,287	$838,553,086	38.8%
Other clients	725	$697,986,079	32.3%
Individuals	1,890	$552,300,327	25.5%
Corporations & businesses	32	$28,470,310	1.3%
Government entities	4	$21,396,276	1.0%
Retirement plans	18	$15,145,690	0.7%
Charities	14	$8,515,010	0.4%

Filing source

Form ADV 2078051 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4050 INNSLAKE DRIVE, SUITE 250
GLEN ALLEN, VA, 23060, United States

CRD 14169

Filing source

Form ADV 2078051 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.