# Capitol Wealth Management

> Capitol Wealth Management is a state-registered investment advisory firm in Concord, NH, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 287875
- Filed as: CAPITOL WEALTH MANAGEMENT
- Legal name: Capitol Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Concord, NH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287875
- AdvisorCensus page: https://advisorcensus.com/firm/capitol-wealth-management-concord-nh-287875

## Quick answers

**How is Capitol Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Capitol Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capitol Wealth Management located?**
Capitol Wealth Management's principal office is in Concord, NH, according to its Form ADV.

**Is Capitol Wealth Management registered with the SEC or a state?**
Capitol Wealth Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287875.

**How much does Capitol Wealth Management manage?**
Capitol Wealth Management reports $42,291,829 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Capitol Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (14).

**Does Capitol Wealth Management 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/287875

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $42,291,829
- Discretionary: $42,291,829
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $11,767,891 |
| High net worth individuals | 14 | $30,523,938 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitolwealthnh.com
- Facebook @capitolwealthnh.com
- LinkedIn @CAPITOLWEALTHMANAGEMENT

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capitol Wealth Management (CRD 287875): Form ADV filing data as of October 2026.