Capital Brokerage Corporation

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
52
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 is classified in FINTRX as an insurance broker-dealer. The firm appears on SEC records with registration dating back to 1981. Ownership is listed as a combination of a domestic corporate entity and an individual. FINTRX characterizes the firm as not operating as a capital allocator and not serving as a multi-state registered adviser. The record also indicates the firm is not identified as an active ESG investor, not a pension consultant, not a related adviser, and not a newly formed adviser. FINTRX does not provide detail on the firm’s advisory offerings, client segments, or specific business activities in the dataset supplied.

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 52
  • Jennifer Katona-dunlavey

    Registered RepresentativeCRD 6734086

  • Mary Rogers

    Registered RepresentativeCRD 6476425

  • James Beam

    James Beam

    Associate General CounselCRD 4871855

Unlock 49 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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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

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