Benjamin Stephen Beverly
Investment adviser representative at Capital Cities Investments
15 yearsExperience
1 stateRegistered in
$287.9MFirm assets
18 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Silver Oak Securities, Inc.Nov 2023 to now
- Capital Cities InvestmentsMar 2011 to now
- Triad Advisors LLCMar 2011 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
Capital Cities Investments
$287.9MAssets managed
476Clients
10Advisers
18 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
- 5233216
- Firm CRD
- 116185