AdvisorCensus / Financial advisors / District of Columbia / Washington / Capitol Wealth Management, Inc.
Capitol Wealth Management, Inc. is an SEC-registered investment advisory firm in McLean, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.
Quick answers
From the filingHow is Capitol Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Capitol Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does Capitol Wealth Management, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated July 22, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Capitol Wealth Management, Inc. located?
Capitol Wealth Management, Inc.'s principal office is in McLean, VA, according to its Form ADV.
Is Capitol Wealth Management, Inc. registered with the SEC or a state?
Capitol Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 114994.
How much does Capitol Wealth Management, Inc. manage?
Capitol Wealth Management, Inc. reports $111,888,886 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).
What types of clients does Capitol Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (29); charitable organizations (1).
Which custodians does Capitol Wealth Management, Inc. use?
Capitol Wealth Management, Inc.'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 Wealth Management, Inc. 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/114994
Does Capitol Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated July 22, 2026 says: "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
What changed in Capitol Wealth Management, Inc.'s recent Form ADV filings?
In the September 2026 filing data: Newly registered with the SEC.
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
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 2AAsset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Our annual fee for portfolio management services varies between 0.50% to 1.50% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated July 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$111,888,886 as of October 2026, filing dated August 7, 2026.
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.DA 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- 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
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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
Changes in the filing
Last 12 months- September 2026
- Newly registered with the SEC.
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.ISource: 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 Wealth Management, Inc. (CRD 114994): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/capitol-wealth-management-inc-mclean-va-114994