King George, VA Ridge Road Office

Team
Updated today

Client AUM

$40,000,000

Clients

56

Advisors

2

Of 3 advisors across 2 offices

Location

12407 Ridge Road, 12407 Ridge Road

King George VA 22485

Advisors at this office

2

Advisors at this office

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Stephen B

CFP®, Series 63, Series 65

King George, VA

King George Capital Mgmt, Inc.

Stephen Brown is a CFP® with 43 years of industry experience. He is president of King George Capital Management, Inc., where he has managed client portfolios since 1996. Prior to this, he worked at Capitol Securities Management starting in 2014. Outside of advisory work, he is involved in developing a family-owned land subdivision. King George Capital Management is a registered investment adviser with two advisors, managing approximately $31 million across around 56 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting for individuals, trusts, estates, and retirement accounts, employing both fundamental and technical analysis alongside active trading strategies.

Retired
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David D

Series 63, Series 66

King George, VA

King George Capital Mgmt, Inc.

David Dyer is a financial advisor at King George Capital Management, Inc. He holds Series 63 and Series 66 designations and has 24 years of industry experience. He has been associated with Kingsbridge Capital Corp. for 26 years. King George Capital Management is a small advisory firm managing approximately $40 million for around 56 clients, including individual investors, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management, financial planning, and investment consulting, utilizing both fundamental and technical analysis and occasionally employing margin and options strategies.

Retired
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