Capitol Securities Management, Inc. is a financial advisory firm based in Glen Allen, Virginia. It currently has approximately $1,075,228,681 of assets under management and employs about 175 people. Capitol Securities Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

The Capital Management Corporation (CMC) is a registered investment advisor based in Glen Allen, VA, founded in 1964 and rebranded as CMC in 1976. The firm specializes in providing investment management services for individuals and institutional accounts, focusing on common and preferred stocks, REITs, fixed income securities, ETFs, and mutual funds. CMC acts as a fiduciary for all managed accounts, operating on a fully discretionary basis, meaning they can make investment decisions without prior client approval. Clients' assets are held at designated custodians, and fees are based on assets under management, with no performance-based fees. The firm does not engage in side-by-side management or charge referral fees. CMC's investment philosophy is grounded in fundamental research, aiming to act in clients' best interests while acknowledging the inherent risks of investing. As of May 31, 2024, CMC manages approximately $666 million in assets. Clients receive regular reporting and have access to a compliance program and disaster recovery plan for business continuity. The firm's team includes experienced professionals like Timothy C. Call, Mark W. Livesay, Kenneth L. Walker, and Scott R. Davila, each with a strong educational background and extensive industry experience.

The Main Street Group is a financial advisory firm based in Glen Allen, Virginia. It currently has approximately $224,117,308 of assets under management and employs about 13 people. The Main Street Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Kinloch Capital, LLC, established in May 2019, is an independent and unbiased financial advisor firm owned by Peter Walls. As a fiduciary, the firm prioritizes client interests and offers asset management services on a discretionary basis. Clients' investment accounts are managed based on individual guidelines determined through a financial planning process. Kinloch Capital utilizes a combination of value-based long-term buy and hold strategies and dynamic strategies using technical analysis for portfolio adjustments. The firm may provide investment management services on a non-discretionary basis in limited circumstances. Kinloch Capital does not offer a wrap fee program but provides financial planning services on an hourly basis, not exceeding $250 per hour. The firm's asset management fees range from 0.35% to 2.0% annually based on the portfolio value. Clients' accounts are held at Schwab, a qualified custodian, and Kinloch Capital recommends Schwab for custody services. The firm's investment strategies include Deep Blue, Sector Rotation, and Tactical Balanced, focusing on long-term growth and income-oriented approaches. Kinloch Capital discloses potential risks associated with investments, such as political, market, currency, and regulatory risks, among others. The firm does not charge performance-based fees and has no disciplinary items to report. Clients receive regular account reviews and statements directly from Schwab.

Claris Financial, LLC is a Registered Investment Adviser founded in January 2009 by John F. Paxton, specializing in managing financial assets for individuals, families, estates, and trusts. The firm primarily focuses on non-proprietary investments within actively managed accounts. Claris offers discretionary and non-discretionary portfolio management services, tailored to individual client objectives and risk tolerance. The firm employs a flexible investment strategy, utilizing mutual funds, equities, bonds, ETFs, and other securities to achieve diversification and competitive returns. Claris may engage third-party money managers to implement client portfolios, with a focus on diversification, discipline, and consistent returns. Clients can expect an annual portfolio management fee based on a percentage of assets managed, with fees billed quarterly in advance. The fee structure is tiered based on the account size, starting at 2.50% for assets up to $499,999. Claris does not accept performance-based fees and does not manage accounts with different fee structures simultaneously. The firm recommends a minimum of $100,000 in total manageable assets for effective portfolio diversification. Claris does not participate in Wrap Fee programs and had approximately $285,968,222 in assets under management as of December 31, 2024. Clients maintain custody of their assets at Charles Schwab & Co., Inc., with Claris providing investment advisory services. Claris does not vote proxies on behalf of clients and does not have any disciplinary events to report. The firm's Privacy Policy ensures the confidentiality and protection of clients' personal information.