CAPITAL BROKERAGE CORPORATION
Firm details
- Headquarters
- GLEN ALLEN, Virginia
- CRD number
- 10465
- Registered since
- October 5, 1981
Firm profile
FINTRXOverview
Capital Brokerage Corporation is a corporate entity that has been SEC-registered since 1981. The firm's ownership is reported as a combination of a domestic entity and an individual, and it is classified in the dataset as "Unclassified," indicating it does not sit neatly within standard advisory subcategories in the available records. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The public data set provides minimal detail about the firm's business model, advisory activities, fee schedule, or client segmentation. That lack of disclosure limits what can be confirmed about how the firm sources clients, structures fees, or delivers advisory services.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 53JENNIFER KATONA-DUNLAVEY
Registered RepresentativeCRD 6734086
Mary Rogers
Registered RepresentativeCRD 6476425
JAMES BEAM
Associate General CounselCRD 4871855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
TRANSACT CAPITAL SECURITIES, LLC
Broker-DealerGLEN ALLEN, VA
DOMINION PARTNERS, L.C.
Broker-DealerGLEN ALLEN, VA
CAPITOL SECURITIES MANAGEMENT, INC.
Broker-DealerGLEN ALLEN, VA
DMG SECURITIES, INC.
Broker-DealerGREAT FALLS, VA
SCOTT JAMES GROUP, INC.
Broker-DealerFALLS CHURCH, VA
GOLDMAN SACHS CUSTODY SOLUTIONS
Broker-DealerMCLEAN, VA