Capitol Wealth Management, Inc.
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 114994
- Registered since
- August 7, 2026
- Website
- www.capitolwealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI99.69%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capitol Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm appears to serve both high-net-worth individuals and families as well as some institutional clients. It bills primarily as a percentage of assets under management and also uses hourly charges for certain engagements. Advisory services disclosed include financial planning and portfolio management for individuals and small businesses. The adviser is not flagged as an active ESG investor, is not registered as a multi-state adviser, and does not identify as a pension consultant or a related adviser. The SEC-registered year on record is 2026.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities25%
- US Government Bonds12%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1Frank Mcgovern
Financial Advisor and Registered RepresentativeCRD 1252899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, 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
- 7900 Westpark Dr
- Time zone
- ET (UTC-5)
- Office locations
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