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Capitol Wealth Management
Capitol Wealth Management, Inc. is a state-registered investment adviser in McLean, VA. The firm manages approximately $105 million in regulatory assets.
Overview
Capitol Wealth Management, Inc. is a state-registered investment adviser in McLean, VA. The firm manages approximately $105 million in regulatory assets. It has 3 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who owns or controls Capitol Wealth Management?
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.
What investment services does Capitol Wealth Management provide?
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.
Does Capitol Wealth Management disclose its assets under management?
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.
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