Capitol Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mclean, VA. Its latest Form ADV filing, dated August 7, 2026, reports $112M in regulatory assets under management, 2 employees, and 93 accounts.
Assets Under Management
$112M
Employees
2
Offices
--
Total Clients
30
Primary office
MCLEAN, VA
7900 WESTPARK DR., SUITE T-420, MCLEAN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.7% of total clients.
Top client categories% of clientsClients
1
HNWI
96.7%
29
2
Charitable
3.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$112Mas of August 7, 2026
Discretionary100.0%
$112M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$112M
Total Accounts93
10Y AUM Change—
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee15:1
10Y Employee Change—
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2026. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.