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Christopher J Cowans

Capitol Securities Management, Inc.

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About Christopher J Cowans

Christopher Cowans is a financial advisor with over 35 years of experience in the financial services industry. Christopher is currently registered with Capitol Securities Management, Inc. and is licensed in eight states: California, Colorado, Florida, Massachusetts, Nebraska, North Carolina, South Carolina and Vermont. Before joining Capitol Securities Management, Inc., Christopher was a registered representative with WOOD (ARTHUR W.) COMPANY, INC., MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., PAINEWEBBER INCORPORATED, PRUDENTIAL SECURITIES INCORPORATED and TUCKER ANTHONY INCORPORATED. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

Firm Information

Christopher Cowans is currently registered with Capitol Securities Management, Inc.. Capitol Securities Management, Inc. is a corporation formed in March 1981 and based in Glen Allen, Virginia. They are an SEC-registered investment advisor with over 100 investment advisor representatives and licensed agents. The firm manages between $1 billion and $10 billion in client assets and offers a variety of advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Their clients include high-net-worth individuals, trusts and estates, corporations, individuals other than high-net-worth, pension plans, and charitable organizations. They are registered in all 50 states and the District of Columbia.
Capitol Securities Management, Inc.

4050 INNSLAKE DRIVE

GLEN ALLEN, VA 23060

$1.40B

Assets Under Management

51

Total Clients

139

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Cowans’s Registration & Firm History

MA

10/23/2023 - Present

Capitol Securities Management, Inc. (Boston MA)

MA

11/11/2014 - 10/31/2023

WOOD (ARTHUR W.) COMPANY, INC. (BOSTON MA)

MA

06/01/2009 - 10/21/2014

MORGAN STANLEY (MANCHESTER BY THE SEA MA)

MA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (MANCHESTER BY THE SEA MA)

MA

06/22/2000 - 04/02/2007

MORGAN STANLEY DW INC. (MANCHESTER BY THE SEA MA)

NJ

06/01/1994 - 07/11/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

11/28/1990 - 05/31/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MA

07/09/1987 - 11/30/1990

TUCKER ANTHONY INCORPORATED (BOSTON MA)

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Licenses & Designations

BOTH

Issued 04/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/02/1992

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Christopher J Cowans. Review regulatory record here.
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