Stuart
Knobel
Capitol Securities Management, Inc
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About this Advisor
Stuart Knobel is a financial advisor working in Anderson, South Carolina who has 4 years of industry experience. Knobel is an employee of Capitol Securities Management, Inc. Their career trajectory has included roles at Stifel Nicolaus & Co Inc and Capitol Securities Management, Inc. Knobel has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina. Capitol Securities Management, Inc is a company that has its headquarters in Glen Allen, VA. The investment advisory business has offices in 40 locations and a total of 175 advisors. It administers $1 billion in assets under management among its 3,202 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 3,202 accounts, 32% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a diverse array 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. Financial advisory fees typically vary depending on which services the firm provides the client. Fees charged by Capitol Securities Management, Inc likely are comprised 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
Stuart Knobel Work History
Stuart has been registered as a financial advisor for 4 years.*
Capitol Securities Management, Inc
Stifel Nicolaus & Co 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 Stuart Knobel 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
Glen Allen, VA
Toms River, NJ
Glen Allen, VA
Salisbury, MD
Leesburg, VA
Glen Allen, VA
Tampa, FL
Wellesley, MA
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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