Capitol Securities Management
46yrs
Top advisor by experience in Glen Allen
33yrs
Robert Roark has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Glen Allen, Virginia. Robert has been with Capitol Securities Management since 1996. Capitol Securities Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 329 advisors with offices in Glen Allen, and one of 307 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
Office4050 Innslake Drive Suite 250, Glen Allen, VA 23060
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$437,788
Advisors at the firm96
States licensed ?1 state
Services through Capitol Securities Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1996 – nowCapitol Securities Management, Inc.Current firm
Contact Robert
Local office(804) 612-9700Ask for Robert. (888) 612-1484Main office 4050 Innslake Drive Suite 250Glen Allen, VA 23060Office · Get directions LinkedIn pageCapitol Securities Management
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (804) 612-9700 or the Capitol Securities Management main office at (888) 612-1484, and ask for Robert Roark.
How long has Robert been a financial advisor?
Robert has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Capitol Securities Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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