AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AG

August G. Gischel

CAPITAL ADVISOR MANAGEMENT
Baltimore, MD
Some features on this profile are disabled
CRD#: 1451641
AG

Professional summary


August Glen Gischel JR, who also goes by A Glen Gischel, August Glen Gischel, is a registered financial advisor currently at CAPITAL ADVISOR MANAGEMENT located in Baltimore, Maryland.

August is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. August has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


A Glen Gischel | August Glen Gischel

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view August Glen Gischel JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 14, 2022 - Present

CAPITAL ADVISOR MANAGEMENT

RIA
CRD#: 121838
Baltimore, MD
Past

August 24, 1999 - December 31, 2006

GLOBAL BROKERAGE SERVICES, INC.

BD
CRD#: 37505
HUNT VALLEY, MD
Past

April 26, 1996 - August 23, 1999

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

June 22, 1992 - April 4, 1996

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

October 2, 1991 - June 25, 1992

BALTIMORE BANCORP INVESTMENT SERVICES, INC.

BD
CRD#: 17514
Past

April 10, 1990 - July 12, 1991

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
BALTIMORE, MD
Past

November 5, 1986 - October 27, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 19, 1986 - November 3, 1986

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Maryland
(3/14/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/11/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CA
CAPITAL ADVISOR MANAGEMENT
AUGUST GLEN GISCHEL | CAPITAL ADVISOR MANAGEMENT

CRD#: 121838 / SEC#:

Maryland
Registered Investment Advisory firm - (6/22/1999 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
660 Kennelworth Dr Suite 104, Towson, MD 21204
Mailing Address
Phone number
(410) 321-9558
Established
Firm type
Fiscal year end
# of Employees
0

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts98
AUM (Assets Under Management)$ 30,250,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAPITAL ADVISOR MANAGEMENT

CRD#: 121838Baltimore, MD

TRUST BUT VERIFY

Monitor August Gischel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics