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William Larry Bendt

Capitol Securities Management, Inc.

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About William Larry Bendt

William Larry Bendt is a registered investment advisor representative with Capitol Securities Management, Inc., based in Charleston, South Carolina. William has over 30 years of experience in the financial services industry. William has previously been registered with a number of firms including JHS Capital Advisors, LLC, Scott & Stringfellow, LLC, Prudential Securities Incorporated, and Merrill Lynch. William has earned several professional designations and holds a Series 63, 65, 7, 9 and 10. William specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. William is dedicated to helping clients reach their financial goals and offers a range of services to meet their needs.

Firm Information

William Bendt 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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William Bendt’s Registration & Firm History

SC

08/04/2015 - Present

Capitol Securities Management, Inc. (Charleston SC)

SC

03/18/2011 - 08/04/2015

JHS CAPITAL ADVISORS, LLC (CHARLESTON SC)

SC

03/25/2002 - 03/22/2011

SCOTT & STRINGFELLOW, LLC (MT. PLEASANT SC)

NY

10/20/2000 - 03/26/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

VA

05/05/1999 - 11/13/2000

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

VA

02/13/1998 - 05/05/1999

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

GA

06/10/1996 - 03/03/1998

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

NY

10/25/1990 - 06/11/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/16/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/24/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Larry Bendt.
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