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 a corporation that has been SEC-registered since 1981. The firm is owned at the domestic/individual level and is classified as unclassified in the provided data. It does not operate as a capital allocator and is not identified as an active ESG investor. The data indicates the firm is not registered as a multi-state adviser, is not newly formed, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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