{
  "crd_number": 296945,
  "slug": "accurate-capital-and-wealth-llc-glen-allen-va-296945",
  "primary_business_name": "ACCURATE CAPITAL AND WEALTH LLC",
  "legal_name": "ACCURATE CAPITAL AND WEALTH LLC",
  "dbas": [],
  "city": "Glen Allen",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "40060",
  "metro": {
    "cbsa_code": "40060",
    "common_name": "Richmond",
    "msa_name": "Richmond, VA",
    "path": "/advisors/va/richmond"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-07-25",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-04-16",
  "carried_forward": false,
  "raum_total": 30192279.0,
  "raum_discretionary": 30192279.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 30192279.0,
      "count": 147
    }
  },
  "compensation_types": [
    "commissions",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "VA"
  ],
  "websites": [
    "https://accuratecapitalwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296945",
  "city_as_filed": "GLEN ALLEN",
  "url": "https://advisorcensus.com/firm/accurate-capital-and-wealth-llc-glen-allen-va-296945",
  "display_name": "Accurate Capital and Wealth LLC",
  "summary": "Accurate Capital and Wealth LLC is a state-registered investment advisory firm in Glen Allen, VA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.",
  "citation": "AdvisorCensus. Accurate Capital and Wealth LLC (CRD 296945): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Commissions",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Accurate Capital and Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Accurate Capital and Wealth LLC reports these compensation arrangements: a percentage of assets under its management; commissions; other."
    },
    {
      "q": "Where is Accurate Capital and Wealth LLC located?",
      "a": "Accurate Capital and Wealth LLC's principal office is in Glen Allen, VA, according to its Form ADV."
    },
    {
      "q": "Is Accurate Capital and Wealth LLC registered with the SEC or a state?",
      "a": "Accurate Capital and Wealth LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296945."
    },
    {
      "q": "How much does Accurate Capital and Wealth LLC manage?",
      "a": "Accurate Capital and Wealth LLC reports $30,192,279 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Accurate Capital and Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147)."
    },
    {
      "q": "Does Accurate Capital and Wealth LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/296945"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/accurate-capital-and-wealth-llc-glen-allen-va-296945.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 147,
      "fewer_than_5": false,
      "raum": 30192279.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296945",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}