CAPITOL WEALTH MANAGEMENT

Overview

Capitol Wealth Management is an independent, individual-owned registered investment adviser operating as an LLC that serves primarily individual and family clients. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm also acts as an insurance broker and charges either a percentage-of-AUM or fixed fees. The ADV data indicates the firm does not position itself as an ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives