CAPITOL WEALTH MANAGEMENT, INC.

Overview

Capitol Wealth Management, Inc. is an independent, owner-operated advisory firm that serves high-net-worth individuals, families and select institutional or small-business clients. The firm delivers financial planning and discretionary portfolio management and charges clients on a percentage-of-assets basis, with additional hourly billing for planning work. Investment activity centers on liquid, manager-driven public vehicles rather than direct private capital deployment. Roughly half of the advisory capital is held in public funds or mutual funds, and the firm supplements portfolios with fixed-income securities and annuity solutions to address income and liability-matching needs. Capitol Wealth does not identify as an active ESG investor and is not set up as a multi-state capital allocator — its model emphasizes bespoke advice and manager selection within public markets rather than running proprietary alternative funds.

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Location & Offices