District Capital Management, LLC

RIAState Registered
Total AUM
$29.6M
Discretionary
$29.6M
100% of AUM
Avg account
$251K
Accounts
118
Employees
5
Advisory reps
6

Firm details

Headquarters
,
CRD number
167317
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI68.03%
  • Individuals28.49%
  • Charitable Organizations3.48%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

District Capital Management, LLC is an independent registered advisory firm organized as an LLC and owned by an individual principal. Its client base is focused on individuals and families; core services include financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm bills using a mix of percentage-of-assets, hourly, and fixed-fee arrangements. It does not present itself as a capital allocator, and it does not position itself as an ESG-focused manager. The firm is state-registered in multiple jurisdictions (California, Colorado, the District of Columbia, Maryland, North Carolina, and Virginia), and its advisory activities emphasize plain-vanilla wealth-management services rather than institutional consulting or pension advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 1%87%
  • Exchange Traded Equities87%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth