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| Capitol Private Wealth Group LLC
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|---|---|
| CRD # | 283257 |
| SEC # | 801-111009 |
| CIK # | |
| AUM | $256.0 MM (2023-02-16) |
| Employees | 7 (57% Investors, 14% Brokers) |
| Phone | 703-226-0008 |
| Address | 8133 Leesburg Pike Vienna, VA 22182 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 367 | 92.7 |
| (b) Individuals (high net worth individuals) | 92 | 163.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 459 | 256.0 |
| By Discretionary | ||
| Discretionary | 459 | 256.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 459 | 256.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.0 | |
| Total | 459 | 256.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sageguard Financial Group LLC
✚
|
TN | 0.3 |
|
Quantum Private Wealth LLC
✚
|
IL | 0.3 |
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 0.3 |
|
Zullo Investment Group Inc
✚
|
PA | 0.3 |
|
Lane and Associates LLC
✚
|
NJ | 0.3 |
|
Bourne Lent Asset Management Inc
✚
|
NY | 0.3 |
|
Lifepro Asset Management LLC
✚
|
CA | 0.3 |
|
Lifemark Securities Corp
✚
|
NY | 0.3 |
|
Mascagni Wealth Management Inc
✚
|
MS | 0.3 |
|
Northeast Planning Associates Inc
✚
|
NH | 0.3 |