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William Wheeler Nease

Capitol Securities Management, Inc.

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About William Wheeler Nease

William Nease is a financial advisor at Capitol Securities Management, Inc. based in Martinsville, VA. William has been in the financial services industry since 1981. William's experience includes working with various financial firms such as Scott & Stringfellow, LLC, Wachovia Securities, LLC, and First Union Capital Markets Corp. William is licensed to provide financial advice and investment services in Virginia and other states including Georgia, Maine, Montana, North Carolina, and South Carolina.

Firm Information

William Nease 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 Nease’s Registration & Firm History

VA

05/11/2010 - Present

Capitol Securities Management, Inc. (MARTINSVILLE VA)

VA

06/16/2003 - 04/22/2010

SCOTT & STRINGFELLOW, LLC (MARTINSVILLE VA)

MO

10/01/1999 - 06/19/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

03/19/1984 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NA

03/11/1969 - 08/12/1971

ABBOTT, PROCTOR & PAINE,

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Licenses & Designations

BC

Issued 05/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/28/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/1977

PC - AMEX Put and Call Exam

BC

Issued 03/10/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Wheeler Nease.
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