Capitol Securities Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Glen Allen, VA. Its latest Form ADV filing, dated March 31, 2026, reports $2.2B in regulatory assets under management, 170 employees, 37 offices, and 3,970 accounts.
Assets Under Management
$2.2B
Employees
170
Offices
37 offices
Total Clients
3,970
Primary office
GLEN ALLEN, VA
4050 INNSLAKE DRIVE, SUITE 250, GLEN ALLEN, VA, United States
Top client segmentIndividuals represent 47.6% of total clients.
Top client categories% of clientsClients
1
Individuals
47.6%
1,890
2
HNWI
32.4%
1,287
3
Irrevocable Trusts/Estates
18.3%
725
4
Corporations
0.8%
32
5
Pension Plans
0.5%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 31, 2026
Discretionary85.2%
$1.8B
85% of total RAUM85.2%
Non-discretionary14.8%
$319M
15% of total RAUM14.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts3,970
10Y AUM Change+$1.4B (+186.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees170
Clients per Employee23:1
10Y Employee Change-25 (-12.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.