Sean O'sullivan
Investment adviser representative at Capitol Securities Management, Inc.
9 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
9 years in the industry.
- Capitol Securities Management, Inc.Jan 2025 to now
- Centerpoint GroupOct 2024 to Dec 2024
- UnemployedAug 2024 to Oct 2024
- Firstpro IncMar 2023 to Aug 2024
- UnemployedNov 2022 to Mar 2023
- ExperisMay 2021 to Nov 2022
- Big Hickory Bar and GrillJan 2021 to May 2021
- University of South CarolinaAug 2016 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8031185
- Firm CRD
- 14169