Capitol Wealth Management, Inc.

RIASEC RegisteredEst. 2026
Total AUM
$112M
Discretionary
$112M
100% of AUM
Avg account
$1.2M
Accounts
93
Employees
2
Advisory reps
1

Firm details

Headquarters
Mclean, Virginia
CRD number
114994
Registered since
August 7, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI99.69%
  • Charitable Organizations0.31%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Capitol Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm appears to serve both high-net-worth individuals and families as well as some institutional clients. It bills primarily as a percentage of assets under management and also uses hourly charges for certain engagements. Advisory services disclosed include financial planning and portfolio management for individuals and small businesses. The adviser is not flagged as an active ESG investor, is not registered as a multi-state adviser, and does not identify as a pension consultant or a related adviser. The SEC-registered year on record is 2026.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 25%, US Government Bonds 12%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 2%, State & Local Bonds 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities25%
  • US Government Bonds12%
  • Investment Grade Corp Bonds5%
  • Non-Investment Grade Corp Bonds5%

Contacts

1 of 1
  • Frank Mcgovern

    Frank Mcgovern

    Financial Advisor and Registered RepresentativeCRD 1252899

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mclean, VA

Fairfax

Location

Mclean, VA

Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
7900 Westpark Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth