Michael
Capell
Navy Federal Investment Services, LLC
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About this Advisor
Michael Capell is a certified financial planner based in Vienna, Virginia who has 6 years of industry experience. Capell is an advisor for Navy Federal Investment Services, LLC. Throughout their career, Capell has worked at Navy Federal Brokerage Services, LLC, Navy Federal Financial Group, Navy Federal Asset Management, LLC and Navy Federal Investment Services, LLC. Capell has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California, Connecticut, Florida, Hawaii, Maryland, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Virginia and Washington. Navy Federal Investment Services, LLC is a financial advisory business operating out of Vienna, VA. It has offices in 67 locations and a total of 136 people on staff. It controls $852 million in assets under management between its 51,299 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The business offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees typically are based on which services are provided. However, fees billed by Navy Federal Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navy Federal Investment Services, LLC Brokerage Details
$852,387,830
136
51,299
$16,616
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Michael Capell Work History
Michael has been registered as a financial advisor for 6 years.*
Navy Federal Investment Services, LLC
Navy Federal Financial Group
Navy Federal Investment Services, LLC
Navy Federal Asset Management, LLC
Navy Federal Asset Management, LLC
Navy Federal Brokerage Services, LLC
Navy Federal Financial Group
*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 Michael Capell 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 Navy Federal Investment Services, LLC
Pensacola, FL
Vienna, VA
Pensacola, FL
Aurora, CO
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
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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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.
