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| Keyboard |
| Capitol Private Wealth Group LLC
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|---|---|
| CRD # | 283257 |
| SEC # | 801-111009 |
| CIK # | |
| AUM | 562.1 M (2026-04-20) |
| Employees | 8 (88% Investors, 12% Brokers) |
| Phone | 703-226-0008 |
| Address | 8150 Leesburg Pike Vienna, VA 22182 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 397 | 132.4 |
| (b) Individuals (high net worth individuals) | 173 | 429.7 |
| (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 | 2 | 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 | 2,157 | 562.1 |
| By Discretionary | ||
| Discretionary | 2,157 | 562.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,157 | 562.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 562.1 | |
| Total | 2,157 | 562.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Olstein Capital Management LP
✚
|
NY | 564.1 M |
|
The LUTS & Greenleigh Group Inc
✚
|
MD | 563.9 M |
|
Vela Investment Management LLC
✚
|
OH | 562.9 M |
|
Jacobsen Capital Management LLC
✚
|
UT | 562.9 M |
|
Strongbox Wealth LLC
✚
|
MO | 562.4 M |
|
Acorn Wealth Advisors LLC
✚
|
MI | 561.4 M |
|
TowerPoint Wealth LLC
✚
|
CA | 561.3 M |
|
Retireright LLC
✚
|
IA | 561.1 M |
|
Wedgewood Partners Inc
✚
|
MO | 560.7 M |
|
Melia Group LLC
✚
|
OK | 560.1 M |