AdvisorCensus / Financial advisors / Virginia / Virginia Beach / Fitzwilliams Wealth Management Inc.
Fitzwilliams Wealth Management Inc. is an SEC-registered investment advisory firm in Chesapeake, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.
Quick answers
From the filingHow is Fitzwilliams Wealth Management Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Fitzwilliams Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management.
What does Fitzwilliams Wealth Management Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Up to $2,500,000: 2% a year; $2,500,001 to $5,000,000: 1.5% a year; $5,000,001 to $10,000,000: 1% a year; Above $10,000,000: 0.8% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Fitzwilliams Wealth Management Inc. located?
Fitzwilliams Wealth Management Inc.'s principal office is in Chesapeake, VA, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Fitzwilliams Wealth Management Inc. registered with the SEC or a state?
Fitzwilliams Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 312192.
How much does Fitzwilliams Wealth Management Inc. manage?
Fitzwilliams Wealth Management Inc. reports $123,549,687 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).
What types of clients does Fitzwilliams Wealth Management Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (552); high net worth individuals (82).
Which custodians does Fitzwilliams Wealth Management Inc. use?
Fitzwilliams 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 Fitzwilliams 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/312192
Does Fitzwilliams Wealth Management Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Our minimum account size, which is negotiable, is $100,000."
What changed in Fitzwilliams Wealth Management Inc.'s recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in TN.
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
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| Assets | Annual rate |
|---|---|
| Up to $2,500,000 | 2% |
| $2,500,001 to $5,000,000 | 1.5% |
| $5,000,001 to $10,000,000 | 1% |
| Above $10,000,000 | 0.8% |
The brochure's wording
FWM’s annual fee schedule for our investment management services is as follows: Account Value Annual Fee Rate $0 - $2,500,000 2.00% $2,500,001 - $5,000,000 1.50% $5,000,001 - $10,000,000 1.00% All Assets over $10,000,000 0.80%
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our minimum account size, which is negotiable, is $100,000.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 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$123,549,687 as of October 2026, filing dated September 15, 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
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 13. Performing investment advisory functions: 6.
- 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.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the October 2026 filing
- States registered or notice-filed
-
7 states or jurisdictions
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- October 2026
- Registered or notice-filed in TN.
- April 2026
- Employees performing advisory functions went from 4 to 6.
- February 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. Fitzwilliams Wealth Management Inc. (CRD 312192): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fitzwilliams-wealth-management-inc-chesapeake-va-312192