# Accurate Capital and Wealth

Accurate Capital and Wealth is an Asset Manager based in Glen Allen, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Glen Allen, United States
- **Region:** North America
- **Address:** Columbia, MD, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** accuratecapital.com

## Regulatory record

- **CRD number:** 296945
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296945

## About

ACCURATE CAPITAL AND WEALTH LLC is a state-registered investment adviser in GLEN ALLEN, VA. The firm manages approximately $30 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## People

- Mark McCaffrey — Founder and CEO

## Questions

### Who runs investment decisions at Accurate Capital and Wealth?

Mark McCaffrey, the founder and CEO, is the firm's primary investment decision-maker. As a certified public accountant, he combines investment management with direct tax oversight — a dual role that defines the firm's service model. His regulatory filings list him as the sole investment adviser representative.

### How does the firm charge for its services?

Accurate Capital and Wealth operates on a fee-only basis, charging clients a percentage of assets under management rather than commissions on product sales. The firm as a fiduciary, meaning it is legally obligated to place client interests ahead of its own. Specific fee schedules are disclosed in the firm's Form ADV filings.

### What investment vehicles does Accurate Capital and Wealth use for client portfolios?

The firm constructs portfolios primarily using low-cost exchange-traded funds and mutual funds. It does not market in-house proprietary products or actively trade individual equities as a core strategy. This approach keeps underlying investment costs low and allows the firm to focus its advisory work on asset allocation and tax-efficient portfolio construction.

### How is tax planning integrated with the firm's investment management?

Because the founder is a CPA, tax planning is not outsourced to a separate accounting firm — it is embedded in the portfolio management process. Tactics include asset location across taxable and retirement accounts, direct indexing or tax-loss harvesting where appropriate, and withdrawal sequencing designed to minimize a client's lifetime tax liability.

### Where are client assets custodied?

The firm does not hold client assets directly. Based on its regulatory filings, a primary custody relationship exists with Charles Schwab, a common arrangement for independent RIAs of this size. Using an independent third-party custodian provides clients with an additional layer of account protection and transparency beyond the firm's own internal controls.

## Related profiles

- [ACE Consensus](https://altss.com/profile/ace-consensus)

---

Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/accurate-capital-and-wealth-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology