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AdvisorCensus / Financial advisors / District of Columbia / Washington / Capitol Private Wealth Group LLC

Capitol Private Wealth Group LLC

Vienna, VASEC-registered investment adviserCRD 283257

Filed as CAPITOL PRIVATE WEALTH GROUP LLC

Capitol Private Wealth Group LLC is an SEC-registered investment advisory firm in Vienna, VA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 20, 2026.

9 years
registered since 2017
$562,135,138
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Capitol Private Wealth Group LLC compensated?

On its Form ADV (Item 5.E, October 2026), Capitol Private Wealth Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Capitol Private Wealth Group LLC located?

Capitol Private Wealth Group LLC's principal office is in Vienna, VA, according to its Form ADV.

Is Capitol Private Wealth Group LLC registered with the SEC or a state?

Capitol Private Wealth Group LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 283257.

How much does Capitol Private Wealth Group LLC manage?

Capitol Private Wealth Group LLC reports $562,135,138 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

How have Capitol Private Wealth Group LLC's assets and staff changed since 2021?

In the Form ADV data for Capitol Private Wealth Group LLC: Regulatory assets under management: $213,277,010 in the October 2021 data and $562,135,138 in the October 2026 data, up 164%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Capitol Private Wealth Group LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (397); high net worth individuals (173); charitable organizations (2).

Which custodians does Capitol Private Wealth Group LLC use?

Capitol Private Wealth Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Capitol Private Wealth Group LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283257

What changed in Capitol Private Wealth Group LLC's recent Form ADV filings?

In the March 2026 filing data: Employees performing advisory functions went from 5 to 7. Regulatory assets under management went from $450,705,752 to $562,135,138 (+25%). Registered or notice-filed in MA, MN, OH.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated April 20, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$562,135,138

$562,135,138 as of October 2026, filing dated April 20, 2026.

Discretionary: $562,135,138.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 397 Assets $132,402,015 (24%)
High net worth individuals
Clients 173 Assets $429,702,123 (76%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 2 Assets $31,000 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Also doing business as
DALIMONTE AND ASSOCIATES LLC, TYSONS WEALTH GROUP LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2017 (9 years)
Employees
Total: 8. Performing investment advisory functions: 7.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
16 states or jurisdictions
AZCADCFLGAMAMDMNNCNHNYOHPASCTXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$213M 2021 $259M 2022 $256M 2023 $358M 2024 $451M 2025 $562M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$562,135,1388April 20, 2026
October 2025$450,705,7526February 11, 2025
October 2024$357,807,6636February 16, 2024
October 2023$256,017,8777February 16, 2023
October 2022$258,890,7106February 18, 2022
October 2021$213,277,0105January 25, 2021

Regulatory assets under management: $213,277,010 in the October 2021 data and $562,135,138 in the October 2026 data, up 164%.

Total employees: 5 in October 2021 and 8 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. March 2026
    • Employees performing advisory functions went from 5 to 7.
    • Regulatory assets under management went from $450,705,752 to $562,135,138 (+25%).
    • Registered or notice-filed in MA, MN, OH.
  2. January 2026
    • No longer registered or notice-filed in MN, OH.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
capitolpwg.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Capitol Private Wealth Group LLC (CRD 283257): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/capitol-private-wealth-group-llc-vienna-va-283257