# Accurate Capital and Wealth LLC

> 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.

- CRD: 296945
- Filed as: ACCURATE CAPITAL AND WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glen Allen, VA
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/296945
- AdvisorCensus page: https://advisorcensus.com/firm/accurate-capital-and-wealth-llc-glen-allen-va-296945

## Quick answers

**How is Accurate Capital and Wealth LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Accurate Capital and Wealth LLC located?**
Accurate Capital and Wealth LLC's principal office is in Glen Allen, VA, according to its Form ADV.

**Is Accurate Capital and Wealth LLC registered with the SEC or a state?**
Accurate Capital and Wealth LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296945.

**How much does Accurate Capital and Wealth LLC manage?**
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).

**What types of clients does Accurate Capital and Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147).

**Does Accurate Capital and Wealth LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions
- Other

### Regulatory assets under management (Item 5.F)
- Total: $30,192,279
- Discretionary: $30,192,279
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $30,192,279 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- accuratecapitalwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accurate Capital and Wealth LLC (CRD 296945): Form ADV filing data as of October 2026.