{
  "crd_number": 167317,
  "slug": "district-capital-management-llc-washington-dc-167317",
  "primary_business_name": "DISTRICT CAPITAL MANAGEMENT, LLC",
  "legal_name": "DISTRICT CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Washington",
  "state": "DC",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2013-09-23",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": 29599810.0,
  "raum_discretionary": 29599810.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1030939.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 8432724.0,
      "count": 27
    },
    "high_net_worth_individuals": {
      "raum": 20136147.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "CO",
    "DC",
    "MD",
    "NC",
    "VA"
  ],
  "websites": [
    "https://districtcapitalmanagement.com",
    "https://facebook.com/DISTRICTCAPITAL",
    "https://linkedin.com/company/district-capital-management",
    "https://tiktok.com/@alvincarlos_cfp",
    "https://youtube.com/districtcapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167317",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "WASHINGTON",
  "url": "https://advisorcensus.com/firm/district-capital-management-llc-washington-dc-167317",
  "display_name": "District Capital Management, LLC",
  "summary": "District Capital Management, LLC is a state-registered investment advisory firm in Washington, DC, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.",
  "citation": "AdvisorCensus. District Capital Management, LLC (CRD 167317): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is District Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), District Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is District Capital Management, LLC located?",
      "a": "District Capital Management, LLC's principal office is in Washington, DC, according to its Form ADV."
    },
    {
      "q": "Is District Capital Management, LLC registered with the SEC or a state?",
      "a": "District Capital Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167317."
    },
    {
      "q": "How much does District Capital Management, LLC manage?",
      "a": "District Capital Management, LLC reports $29,599,810 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does District Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (13)."
    },
    {
      "q": "Does District Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167317"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/district-capital-management-llc-washington-dc-167317.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 8432724.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 13,
      "fewer_than_5": false,
      "raum": 20136147.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1030939.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/167317",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}