Overview
Assets Under Management: $451 million
Headquarters: VIENNA, VA
High-Net-Worth Clients: 147
Average Client Assets: $2 million
Frequently Asked Questions
CAPITOL PRIVATE WEALTH GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283257), CAPITOL PRIVATE WEALTH GROUP LLC is subject to fiduciary duty under federal law.
CAPITOL PRIVATE WEALTH GROUP LLC is headquartered in VIENNA, VA.
CAPITOL PRIVATE WEALTH GROUP LLC serves 147 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, CAPITOL PRIVATE WEALTH GROUP LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CAPITOL PRIVATE WEALTH GROUP LLC manages $451 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, CAPITOL PRIVATE WEALTH GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 147
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,696
Discretionary Accounts: 1,696
Regulatory Filings
CRD Number: 283257
Last Filing Date: 2025-02-11 00:00:00
Website: https://capitolpwg.com