Timothy Edward Strait
Investment adviser representative at Capitol Securities Management, Inc.
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
38 years in the industry.
- Capitol Securities Management, Inc.Jan 1988 to now
- Rental PropertyMar 2021 to May 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 1 state (VA).
Capitol Securities Management, Inc.
$2.2BAssets managed
3,970Clients
97Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1442335
- Firm CRD
- 14169