CAPITOL LANDING WEALTH
Firm details
- Headquarters
- WILLIAMSBURG, Virginia
- CRD number
- 335770
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Capitol Landing Wealth is organized as a limited liability company under individual ownership and identifies itself as a capital allocator that provides advisory services to private clients. The firm’s stated advisory activities include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, selecting third‑party advisers on clients’ behalf, and running educational seminars and workshops. The firm uses a mixed fee approach — charging percentage‑of‑assets fees alongside hourly and fixed‑fee arrangements — which suggests flexibility for different client needs and engagement scopes. Capitol Landing Wealth does not identify as an active ESG investor, is not described as a multi‑state adviser, and is not positioned as a pension consultant or a related adviser. The firm lists an affiliation with accounting professionals, indicating a practice that coordinates or integrates tax and accounting perspectives into its advisory work.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Robert Meadows
CEO & Investment Advisor RepresentativeCRD 8065403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WILLIAMSBURG, VA
JAMES CITY
Location
WILLIAMSBURG, VA
Headquartered in WILLIAMSBURG, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- JAMES CITY
- Address
- 1769 Jamestown Rd
- Time zone
- ET (UTC-5)
- Office locations
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