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David Anthony Shenton

Investment adviser representative at Capitol Securities Management, Inc.
19 yearsExperience
2 statesRegistered 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

19 years in the industry.

  1. Capitol Securities Management, Inc.Aug 2007 to now
  2. Capitol SecuritiesAug 2007 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1995

State registrations

Registered as an investment adviser representative in 2 states (TX, 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
2550873
Firm CRD
14169
Advisor's SEC record (opens in a new tab)
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