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Capitol Private Wealth Group LLC

● SEC registered since 2017CRD 283257SEC# 801-111009Vienna, VA
Export (members)
Reg. AUM
$450.7M
Employees
6
Accounts
1,696
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 $450.7 million in regulatory assets under management and employs 6 people.
www.capitolpwg.comView on SEC.gov ↗

Capitol Private Wealth Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Giancarlo Dalimonte ControlChief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Capitol Private Wealth Group LLC manage?

Capitol Private Wealth Group LLC reports $450.7 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 6 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

Address8150 Leesburg Pike, Suite 630, Vienna, VA 22182
Phone(703) 226-0008
Fax(877) 834-7916
Office hoursOffice Visits By Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$450.7M
Non-discretionary$0
Total (RAUM)$450.7M