Capitol Wealth Management

Capitol Wealth Management operates as a multi-family office, serving multiple families and high-net-worth clients through registered investment advisory services. It is not a single-family office tied to a single fortune. This structure allows it to offer wealth management, financial planning, and investment advice to a broader client base.

The ownership or control structure of Capitol Wealth Management is not publicly disclosed. The firm's principals and their compensation arrangements are not listed on its website or in public records. As an RIA, it is subject to fiduciary duty and regulatory oversight, but ownership details remain private.

Capitol Wealth Management provides investment advisory services including portfolio construction, asset allocation, and financial planning. It invests across public equities, fixed income, and alternative assets such as private equity and real estate. The firm customizes portfolios based on individual client goals and risk tolerance.

No, Capitol Wealth Management does not publicly disclose its assets under management (AUM). Its AUM band is listed as Undisclosed in industry databases. The firm's client count, average account size, and regulatory filings (if any) are not in the public domain.

As a registered investment advisor (RIA), Capitol Wealth Management is held to a fiduciary standard under the Investment Advisers Act of 1940. This means it must act in the best interests of its clients and disclose any conflicts of interest. State-level registration may apply depending on its primary office location.