Joshua
Thomas
Capitol Securities Management, Inc
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About this Advisor
Joshua Thomas is a financial advisor working out of Salisbury, Maryland, with a total of 3 years of industry experience. Thomas is on the advisory team at Capitol Securities Management, Inc. Their career trajectory has included roles at Capitol Securities Management, Inc and Jm Property Investments LLC. Thomas has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Maryland. Capitol Securities Management, Inc is a registered investment firm that has its headquarters in Glen Allen, VA. The firm has offices in 40 locations and a total of 175 people on staff. It has $1 billion in assets under management between its 3,202 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 3,202 accounts, 32% belong to high-net-worth investors who have at least $1 million in assets available to invest. Capitol Securities Management, Inc has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees depend on which service is offered. Fee types charged by Capitol Securities Management, Inc most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capitol Securities Management, Inc Brokerage Details
$1,285,947,379
175
3,202
$401,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joshua Thomas Work History
Joshua has been registered as a financial advisor for 3 years.*
Jm Property Investments LLC
Capitol Securities Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capitol Securities Management, Inc
Toms River, NJ
Glen Allen, VA
Leesburg, VA
Tampa, FL
Glen Allen, VA
Glen Allen, VA
Wellesley, MA
Salisbury, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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