Alan Walton Sharpe
Investment adviser representative at Capitol Securities Management, Inc.
10 yearsExperience
1 stateRegistered in
$2.2BFirm assets
34 yearsFirm in business
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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
10 years in the industry.
- Capitol Securities Management, Inc.Oct 2023 to now
- Arthur W Wood Company IncDec 2019 to Oct 2023
- Arthur Wood Investment Advisors CorpApr 2019 to Oct 2023
- Moors & CabotMar 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 2011593
- Firm CRD
- 14169