Accurate Capital and Wealth LLC
Firm details
- Headquarters
- Glen Allen, Virginia
- CRD number
- 296945
- Website
- www.kingsguardcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Accurate Capital and Wealth LLC is an independent RIA organized as an LLC that serves individual and family clients. The firm combines fee-based portfolio management with commission income and other revenue streams, and it also operates as an insurance broker. Advisory services include discretionary portfolio management for individuals and small businesses, selecting third‑party advisers, and running educational seminars and workshops. The firm identifies itself as a capital allocator, deploying client capital into external managers where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glen Allen, VA
Henrico
Location
Glen Allen, VA
Headquartered in Glen Allen, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 4551 Cox Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
YES Life Financial
RIAGlen Allen, VA
Vision Wealth Planning, LLC
RIAGlen Allen, VA
Accounting Advisory Services, L.L.C.
RIAGlen Allen, VA
BDC Capital Management, Inc.
RIAGlen Allen, VA
Virginia Estate and Retirement Planning Advisors, Inc.
RIAGlen Allen, VA
Atlantic Union Municipal Advisors, Inc
RIAGlen Allen, VA