District Capital Management, LLC

Overview

District Capital Management, LLC is an independent registered advisory firm organized as an LLC and owned by an individual principal. Its client base is focused on individuals and families; core services include financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm bills using a mix of percentage-of-assets, hourly, and fixed-fee arrangements. It does not present itself as a capital allocator, and it does not position itself as an ESG-focused manager. The firm is state-registered in multiple jurisdictions (California, Colorado, the District of Columbia, Maryland, North Carolina, and Virginia), and its advisory activities emphasize plain-vanilla wealth-management services rather than institutional consulting or pension advisory work.

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Public Holdings

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Location & Offices