CAPITOL PRIVATE WEALTH GROUP LLC
SEC RegisteredIn the right hands, your dreams of today become your accomplishments of tomorrow.
About the firm
Capitol Private Wealth Group is a financial advisory firm that offers a consultative, comprehensive, and collaborative approach to investing. Their financial planners are fee-based advisors who provide client-focused solutions and act as fiduciaries, working in the best interest of the client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based financial planning and investment advisory services, tailored to individual investment objectives.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 397 | $132M |
| High Net Worth Individuals | 173 | $430M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.50% |
| $500,001 to $1,000,000 | 1.25% |
| $1,000,001 to $2,000,000 | 1.00% |
| $2,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $10,000,000 | 0.50% |
| $10,000,001 to $50,000,000 | 0.25% |
| $50,000,001+ | 0.15% |
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITOL PRIVATE WEALTH GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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