CAPITAL A WEALTH MANAGEMENT

RIASEC RegisteredEst. 2023

Total AUM

$613M

Discretionary

$613M

100% of AUM

Avg account

$216K

Accounts

2,839

Employees

Advisory reps

Firm details

Headquarters: CRANBERRY TOWNSHIP, Pennsylvania
CRD number: 328863
Registered since: November 22, 2023
Website: capitalainvestments.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.25%
Individuals43.22%
Pension & Profit Sharing Plans5.41%
Corporations / Businesses2.1%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital A Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. It is privately owned by an individual and acts as a capital allocator, deploying client capital both directly and through third-party managers. The firm serves a mix of individual and family clients as well as institutional accounts and charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor.