Joshua
Thomas

Capitol Securities Management, Inc

CRD#5842545
Investment Advisor
in Salisbury, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Thomas is a financial advisor based in Salisbury, Maryland, working with Capitol Securities Management, Inc. Joshua has previously held positions at Capitol Securities Management, Inc and Jm Property Investments LLC. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Joshua is part of Capitol Securities Management, Inc, which operates out of Salisbury, Maryland. The firm has 37 offices and 177 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Capitol Securities Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

31400 Winterplace Parkway Suite 100
Salisbury, MD 21804

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Capitol Securities Management, Inc Brokerage Details

Total Assets Under Management

$1,402,537,067

MD Average: $1,835,309,194
Total Number of Employees

177

MD Average: 32
Total Number of Accounts

3,470

MD Average: 1,458
Average Account Size

$404,189

MD Average: $1,258,785

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

2019 - Present (5 years)

Jm Property Investments LLC

2010 - Present (14 years)

Capitol Securities Management, Inc

Created with Highcharts 6.0.7

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

Angelia King
Glen Allen, VA
Robert Mckoy
Glen Allen, VA
James Cashmore
Glen Allen, VA
Jane Whittemore
Glen Allen, VA
Robert Green
Marmora, NJ
Gary Kazanjian
Glastonbury, CT
Ashley Gilfus
Rochester, NY
Timothy Scherwa
Melville, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started