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James Colin Atkins

Capitol Securities Management, Inc.

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About James Colin Atkins

James Colin Atkins is a financial professional with over 50 years of experience in the industry. James is a registered representative with Capitol Securities Management, Inc. and is licensed in multiple states across the country. His areas of expertise include financial planning, pension consulting, and portfolio management for both individuals and businesses. James has held previous roles with Robinson & Lukens, Inc. and Bellamah, Neuhauser & Barrett, Inc. James is committed to providing personalized service and customized financial solutions to help clients achieve their financial goals.

Firm Information

James Atkins 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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James Atkins’s Registration & Firm History

VA

06/01/2015 - Present

Capitol Securities Management, Inc. (McLean VA)

VA

01/03/1989 - 06/01/2015

ROBINSON & LUKENS, INC. (MCLEAN VA)

NA

12/05/1988 - 01/03/1989

ROBINSON AND LUKENS

NA

04/18/1972 - 12/08/1988

BELLAMAH, NEUHAUSER & BARRETT, INC.

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Licenses & Designations

BC

Issued 07/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/1999

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/17/1987

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/01/1987

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/11/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Colin Atkins.
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