← Directory
CAPITOL PRIVATE WEALTH GROUP LLC
CRD 283257File 801-111009
APPROVED
Retail clients
Custody
Filing as of Apr 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$562.1M
Above cohort median (national)
Discretionary AUM
$562.1M
Clients
572
2,157 accounts
Employees
8
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 17, 2017
- Principal office
- 8150 LEESBURG PIKE, SUITE 630, VIENNA, VA, 22182
- Phone
- (703) 226-0008
- Website
- HTTPS://WWW.CAPITOLPWG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $562.1M
- Discretionary AUM
- $562.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,157
- Non-discretionary accounts
- 0
- Total accounts
- 2,157
- AUM per client
- $983K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $31K |
| High net worth individuals | 173 | $429.7M |
| Individuals (other than high net worth individuals) | 397 | $132.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.