Capital Brokerage Corporation
Firm details
- Headquarters
- Glen Allen, Virginia
- CRD number
- 10465
- Registered since
- October 5, 1981
Firm profile
FINTRXOverview
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
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
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