District Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167317
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.03%
- Individuals28.49%
- Charitable Organizations3.48%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
District Capital Management, LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm focuses on serving individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. FINTRX flags the firm as not serving as a capital allocator, not identifying as an active ESG investor, and not acting as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents1%
Contacts
3 of 6
Alvin Carlos
Managing Partner, Financial PlannerCRD 6171439
Brittany Chapman
Financial PlannerCRD 8273082
Amy Spalding
Financial PlannerCRD 7894466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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