89 Headquarters Plaza North
Founded in 1985, Capitol Securities Management is a privately owned full-service retail investment and wealth advisory firm headquartered in Richmond, Virginia. Our offices span from New England to Florida. We also serve clients in all 50 States.
Since our beginning, we have approached financial management with a unique philosophy that places first priority on our clients and advisors. We empower our investment professionals to provide personalized wealth management services and portfolio designs based on their clients’ individual needs.
This unconventional path has enabled our continued expansion, even during the 2008 market crash and ensuing recession. In fact, Capitol Securities’ most impressive growth has occurred since 2006 when our CEO, Joseph Jianos, grew the firm from $1 billion in client assets surging to a present-day $5 billion in client assets.
Over the past 30 years, we have earned a reputation for excellence thanks to our approach and our goal of helping create financial stability and security for our clients through a balanced approach to investing.
WHAT WE ARE NOT ABOUT.
Equally important to understanding our company is to mention a few things we vigorously avoid: an oppressive company-first agenda, pressure to sell proprietary products (in fact, we have no proprietary products), executive inaccessibility and self-interested people.
MOVING OUR STORY FORWARD.
Today, Capitol Securities Management has more than 275 wealth management professionals and support staff, serving approximately 18,000 customer accounts. As we look to the future, we remain dedicated to our advisors, our clients, and our deeply held belief in “a balanced approach to investing, a balanced approach to life.”
In a world where the agendas of shareholders trump the goals of clients and advisors, Capitol Securities Management stands out. More and more financial advisors and their clients want to be part of our family, primarily because we have our priorities right: We put advisors and clients first. Below is our thoughtful approach to bringing that claim to life.
THE RIGHT SIZE.
The financial planning industry has its share of extremes, from individual independents and impersonal giants. Capitol Securities Management is a welcome balance of a true regional firm’s client-focused service combined with large-firm products and protection. Our advisors like to call Capitol Securities “the best of both worlds.”
THE RIGHT PLATFORM.
We offer the myriad of products and services that the large firms do, all backed by Raymond James Financial. Our affiliation with Raymond James, one of the largest independent financial firms in the U.S., allows our advisors to access the tools, resources and services of a large well known financial institution. The difference is that our advisors are the ones who make decisions that best suit their clients. We have no banking division, and no proprietary products to push. None.
Client assets are held directly with Raymond James. Accounts are insured by SIPC and Lloyds of London (limitations apply).
THE RIGHT PERSPECTIVE.
We recognize our clients’ loyalty to our advisors, rather than to the company per se. That makes our mission simple: to support advisors with the freedom and flexibility to serve each client’s very best interests.
THE RIGHT PEOPLE.
Our CEO, Joe Jianos, personally interviews every advisor candidate to help ensure a supportive, encouraging environment. After all, life is too short to deal with egos.
THE RIGHT ACCESS.
Capitol Securities Management advisors enjoy direct access to executive management. Any time. We put our ringtones where our mouths are — our financial advisors have access to the cell phone numbers of our President, CEO and other top management.
No matter your situation, Capitol Securities Management is ready to assist with a balanced approach to achieving your life goals. Speak with us to learn more about the benefits of becoming a client at Capitol.