Data / Investment advisers / Virginia / Capitol Wealth Management, Inc.
Capitol Wealth Management, Inc., McLean, VA: $112 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Capitol Wealth Management, Inc. is an SEC registered investment adviser with its main office in McLean, Virginia and reports $112 million in regulatory assets under management in its Form ADV filed August 7, 2026. Its clients include high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Capitol Wealth Management, Inc. (CRD number 114994): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 114994
- SEC file number
- 801-137133
- SEC status
- Approved, effective August 7, 2026
- Main office
- 7900 Westpark Dr. Suite T-420, McLean, VA 22102
- Phone
- (703) 891-4070
- Website
- capitolwealthmgmt.com
- Regulatory AUM
- $111,888,886 in the Form ADV filed August 7, 2026
- Discretionary AUM
- $111,888,886
- Accounts
- 93
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 29 | $111.5 million |
| Charitable organizations | 1 | $343,435 |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alpha Financial Advisors, LLC | McLean | $218.3 million | Not listed | adviserinfo.sec.gov |
| Chesapeake Investment Management LLC | McLean | $205 million | Not listed | adviserinfo.sec.gov |
| Corbett Road Capital Management, LLC | McLean | $176.3 million | Not listed | adviserinfo.sec.gov |
| Bluestone Investment Manager, LLC | McLean | $144.8 million | 3 | adviserinfo.sec.gov |
| Acts Financial Advisors | McLean | $126.5 million | Not listed | adviserinfo.sec.gov |
| Sinewave Ventures, LLC | McLean | Not listed | 21 | adviserinfo.sec.gov |
| Blue Delta Capital Partners, LLC | McLean | Not listed | 9 | adviserinfo.sec.gov |
| Aafmc LLC | McLean | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Capitol Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.