CAPITOL PRIVATE WEALTH GROUP LLC

RIASEC RegisteredEst. 2017
Total AUM
$562M
Discretionary
$562M
100% of AUM
Avg account
$261K
Accounts
2,157
Employees
8
Advisory reps
7

Firm details

Headquarters
VIENNA, Virginia
CRD number
283257
Registered since
August 17, 2017
Website
www.capitolpwg.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.44%
  • Individuals23.55%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Capitol Private Wealth Group LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and lists an accounting firm among its industry affiliations.

Assets & Accounts

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 62%, Public Funds/Mutual Funds 21%, Exchange Traded Equities 9%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%62%
  • Other62%
  • Public Funds/Mutual Funds21%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Contacts

3 of 7

  • ALISON CAIN

    Partner, Private Wealth AdvisorCRD 4507708

  • SHAWN HADIAN

    Financial Planning AnalystCRD 6544486

  • Nicholas Ferrari-Smith

    Private Wealth AdvisorCRD 6760791

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

VIENNA, VA

FAIRFAX

Location

VIENNA, VA

Headquartered in VIENNA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
8150 Leesburg Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth