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| Capitol Private Wealth Group LLC
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| |
|---|---|
| CRD # | 283257 |
| SEC # | 801-111009 |
| CIK # | |
| AUM | $357.8 MM (2024-02-16) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 703-226-0008 |
| Address | 8133 Leesburg Pike Vienna, VA 22182 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 322 | 105.6 |
| (b) Individuals (high net worth individuals) | 89 | 252.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,462 | 357.8 |
| By Discretionary | ||
| Discretionary | 1,459 | 357.0 |
| Non-Discretionary | 3 | 0.8 |
| Total | 1,462 | 357.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.8 | |
| Total | 1,462 | 357.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IVC Wealth Advisors LLC
✚
|
PA | 0.4 |
|
William Madison Advisors Inc
✚
|
TX | 0.4 |
|
Warren Street Wealth Advisors LLC
✚
|
CA | 0.4 |
|
FMF&E Wealth Management LLC
✚
|
NY | 0.4 |
|
First Nebraska Advisory LLC
✚
|
NE | 0.4 |
|
Keating Investment Counselors Inc
✚
|
FL | 0.4 |
|
Red Tortoise LLC
✚
|
GA | 0.4 |
|
TNF LLC
✚
|
MT | 0.4 |
|
Byrne Financial Freedom LLC
✚
|
MA | 0.4 |
|
Main Line Retirement Advisors LLC
✚
|
MT | 0.4 |