Capital Brokerage Corporation

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
53
Avg account
$0

Firm details

Headquarters
Glen Allen, Virginia
CRD number
10465
Registered since
October 5, 1981

Firm profile

FINTRX

Overview

Capital Brokerage Corporation is organized as a corporation and has been SEC-registered since 1981. Ownership is reported as a combination of a domestic entity and an individual. The firm's regulatory classification is listed as unclassified. Reported firm attributes suggest limited adviser activity as disclosed in the dataset: it is not identified as a capital allocator, not an active ESG investor, not a multistate adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The source material does not include descriptions of the firm's advisory services, client segments, fee schedules, or specific business lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 53
  • Jennifer Katona-dunlavey

    Registered RepresentativeCRD 6734086

  • Mary Rogers

    Registered RepresentativeCRD 6476425

  • James Beam

    James Beam

    Associate General CounselCRD 4871855

Unlock 50 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Glen Allen, VA

Henrico

Location

Glen Allen, VA

Headquartered in Glen Allen, VA, in the South of the United States.

Region
South
County
Henrico
Address
11011 W Broad St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth