Capital Securities Of America, Inc. is a large advisory firm based in Hartville. It manages $119.92 million of regulatory assets for 397 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Capital Securities Of America provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Securities Of America, Inc. is $119.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capital Securities Of America, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Webber Maconachy has been acting as President since 1 Apr 1994. Coil Us Holdings Inc. joined the executive team most recently as the Shareholder.
The principal office where Capital Securities Of America, Inc. performs its advisory services is located at 150 Grand Trunk Ave, Hartville, OH 44632, which is also the mailing address of the firm. An additional office of the firm is in Orlando, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-877-7710 or by fax 330-877-7720. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.capsecurities.com.