Capitol Private Wealth Group LLC
● SEC registered since 2017CRD 283257SEC# 801-111009Vienna, VA
Reg. AUM
$562.1M
Employees
8
Accounts
2,157
Location
Vienna, VA
Capitol Private Wealth Group LLC assets under management
Capitol Private Wealth Group LLC is an investment advisory firm registered with the SEC based in Vienna, VA. The firm has been registered since 2017. It reports $562.1 million in regulatory assets under management and employs 8 people.
Capitol Private Wealth Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Giancarlo Dalimonte Control | Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Capitol Private Wealth Group LLC manage?
Capitol Private Wealth Group LLC reports $562.1 million in regulatory assets under management on its Form ADV.
How many employees does Capitol Private Wealth Group LLC have?
Capitol Private Wealth Group LLC reports 8 employees.
Where is Capitol Private Wealth Group LLC located?
Capitol Private Wealth Group LLC is based in Vienna, VA and has been SEC-registered since 2017.
Does Capitol Private Wealth Group LLC disclose fund performance?
Capitol Private Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8150 Leesburg Pike, Suite 630, Vienna, VA 22182 |
| Phone | (703) 226-0008 |
| Fax | (877) 834-7916 |
| Office hours | Office Visits By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$562.1M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$562.1Mregulatory AUM
Discretionary $562.1M