AdvisorCensus / Financial advisors / District of Columbia / Washington, DC / New firms
New investment advisory firms in Washington, DC
31 investment advisory firms in Washington, DC first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (6)
| Firm | Location | Registration |
|---|---|---|
| Artha Investments L.L.C. | Washington, DC | State-registered investment adviser |
| Bodney Capital Management LLC | Arlington, VA | Exempt reporting adviser |
| Cedarstream Wealth, LLC | Herndon, VA | State-registered investment adviser |
| Izvor Capital GP, LLC | Fairfax Station, VA | Exempt reporting adviser |
| Salio Capital LLC | Tysons, VA | State-registered investment adviser |
| Vocare Wealth Advisors | Reston, VA | SEC-registered investment adviser |
September 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| Authentic Wealth Partners LLC | Culpeper, VA | SEC-registered investment adviser |
| Capitol Wealth Management, Inc. | McLean, VA | SEC-registered investment adviser |
| First Georgetown Securities, Inc | Alexandria, VA | SEC-registered investment adviser |
| Suissa Private Wealth | Bethesda, MD | SEC-registered investment adviser |
August 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| C.L. Sheldon & Company, LLC | Alexandria, VA | SEC-registered investment adviser |
| CJC Wealth Management | Olney, MD | SEC-registered investment adviser |
July 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Capital Financial Planners LLC | Chevy Chase, MD | SEC-registered investment adviser |
| Proshare Investment Management LLC | Bethesda, MD | SEC-registered investment adviser |
June 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Templer Wealth Management, LLC | Vienna, VA | SEC-registered investment adviser |
May 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Pegasus Financial Group LLC | Chantilly, VA | SEC-registered investment adviser |
| Portfolio Advisory Group, Inc. | Alexandria, VA | SEC-registered investment adviser |
April 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| 100KM Ventures LLC | Arlington, VA | Exempt reporting adviser |
| Allridge Wealth Management, Inc | Ashburn, VA | SEC-registered investment adviser |
| Golden Spark Insights | Fairfax, VA | SEC-registered investment adviser |
March 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Asal Invest | Arlington, VA | SEC-registered investment adviser |
| Missionsquare Wealth Management | Washington, DC | SEC-registered investment adviser |
| Piedmont Wealth Management | Alexandria, VA | SEC-registered investment adviser |
January 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| ACTIV8 Family Office LLC | McLean, VA | SEC-registered investment adviser |
| Emerging Capital Partners | Washington, DC | SEC-registered investment adviser |
| Lightcone Ventures | Rockville, MD | Exempt reporting adviser |
December 2025 (5)
| Firm | Location | Registration |
|---|---|---|
| Apis & Heritage Capital Partners, LLC | Washington, DC | SEC-registered investment adviser |
| Beckett Clark Private Wealth, LLC | Bethesda, MD | State-registered investment adviser |
| PRP Real Assets Advisors, LLC | Washington, DC | SEC-registered investment adviser |
| Standard Partners LLC | Bethesda, MD | SEC-registered investment adviser |
| Trio Wealth Management, LLC | Great Falls, VA | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
Cite this page
AdvisorCensus. New investment advisory firms in Washington, DC. https://advisorcensus.com/advisors/dc/washington/new-firms https://advisorcensus.com/advisors/dc/washington/new-firms