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CAPITOL PRIVATE WEALTH GROUP LLC
CRD 283257 · SEC 801-111009
8150 LEESBURG PIKE, SUITE 630, VIENNA, VA, 22182, United States
Phone
(703) 226-0008
Fax
(877) 834-7916
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$562.1M
Discretionary AUM
$562.1M
Team
8 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 397 | $132.4M |
| High net worth individuals | 173 | $429.7M |
| Charitable organizations | 2 | $31K |
States served
AZ, CA, DC, GA, MD, MA, MN, NY, NC, OH, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD