Capitol Wealth Management, Inc.
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 114994
- 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 operating as a privately owned corporation that serves both individuals/families and institutional clients. The firm provides financial planning and portfolio management specifically for individuals and small businesses. Its billing model combines an asset-based fee with the option for hourly charges. Capitol Wealth Management does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities25%
- US Government Bonds12%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1
Frank 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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