Wealth Management Overview
Capital Securities Group Corporation, a wholly owned non-bank subsidiary, offers a wide range of investment services that compliment Capital Bank's private client banking services.
Capital Securities operates as a full-service firm offering both investment advisory and traditional brokerage services. Capital Securities Financial Advisors strive to meet the financial goals of our clients – private business owners, executives and employees – and our institutional clients.
Capital Securities approaches investment management from a total portfolio perspective; experienced Financial Advisors continually survey your financial assets, your banking relationships, and your life and business objectives. Capital Securities, Financial Advisors do not offer proprietary bank or brokerage products, thus ensuring that our advice and consultation is objective.
Download Capital Securities SEC Rule 606 Quarterly Report
for the quarter ending September 30, 2019.