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Stephen Brown

Advisor at King George Capital Mgmt, Inc.

Updated today

Location

King George, VA 22485

Credentials

CFP®, Series 63, Series 65

Industry experience

43 years

About

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.

Client services

Based on King George Capital Mgmt, Inc.

Financial planning Portfolio management

Expertise

Based on King George Capital Mgmt, Inc.

Wealth management

Occupation focus

Based on King George Capital Mgmt, Inc.

Retired

Fee options

Percentage

0.5% to 1.5% annually (negotiable based on client circumstances)

Project-based

Generally $250 per hour for financial planning services

Other

Account minimum: $100,000

Location

12407 Ridge Road, 12407 Ridge Road

King George, VA 22485

Most active in

Virginia

Work history

Capitol Securities Management

2014 - Present (12 years)

RIA-King George Capital, Mgmt Inc.

1997 - Present (29 years)

Insurance

1990 - Present (36 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth T

CFP®, Series 65

King George, VA

Brightscape Investment Centers

Kenneth Turner is a CFP® with 18 years of industry experience, currently serving as an advisor at Brightscape Investment Centers since 2007. He previously worked at TMB, Inc. for 11 years. Turner holds the Series 65 designation and is based in King George, VA. Brightscape Investment Centers is a four-advisor team managing approximately $104 million in assets for individual and high-net-worth clients. The firm employs a risk-based, goal-oriented investment approach using index funds, ETFs, and alternative assets, with a focus on non-discretionary management and an ongoing subscription planning service.

Wealth management Passive / index investing ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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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 licenses and has 23 years of industry experience. Prior to joining King George Capital Management, he has worked at Kingsbridge Capital Corp. since 2000. King George Capital Management is a registered investment adviser with two advisors managing approximately $31 million across 56 client relationships. The firm serves individuals, trusts, estates, retirement accounts, and institutional clients, employing both fundamental and technical analysis in portfolio management that includes equities, fixed income, mutual funds, ETFs, options, and variable-product assets.

Wealth management Retired
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Pamela L

Series 63, Series 65

Stafford, VA

Primerica Advisors

Pamela Luckie is a financial advisor with Primerica Advisors in Stafford, VA, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior work includes roles at Old Navy LLC and the Manteca Unified School District. She also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers while overseeing model implementation and trading.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Destiny P

Series 66

Dahlgren, VA

Cetera

Destiny Pipkin is a financial advisor at Cetera with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Cetera Investment Advisers serves a wide range of clients, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment programs and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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George S

Series 63, Series 65

King George, VA

Mass Mutual Investors Services

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Jaclyn H

Series 66

King George, VA

Edward Jones

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