CAPITOL PRIVATE WEALTH GROUP LLC
CRD #283257 SEC #801-111009 VIENNA, VA (703) 226-0008
SEC Registered
Total AUM
$450.7M
Discretionary
$450.7M
Employees
6
Clients
0
Accounts
1,696
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $450.7M | $450.7M | $0 | 6 | 0 |
| Feb 2024 | $357.8M | $357M | $837.8K | 6 | 0 |
| Feb 2023 | $256M | $256M | $0 | 7 | 1 |
| Oct 2022 | $258.9M | $258.9M | $0 | 6 | 1 |
| Feb 2022 | $258.9M | $258.9M | $0 | 6 | 1 |
| Jan 2021 | $213.3M | $213.3M | $0 | 5 | 1 |
| May 2020 | $186.6M | $186.6M | $0 | 5 | 2 |
| Feb 2020 | $186.6M | $186.6M | $0 | 5 | 2 |
| Feb 2019 | $144.5M | $144.5M | $0 | 6 | 1 |
| Feb 2019 | $144.5M | $144.5M | $0 | 6 | 1 |
| Jul 2018 | $124.7M | $124.7M | $0 | 5 | 0 |
| Mar 2018 | $124.7M | $124.7M | $0 | 5 | 0 |
| Jul 2017 | $105.7M | $105.7M | $0 | 5 | 200 |
DateFeb 2025
Total AUM$450.7M
Discretionary$450.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$357.8M
Discretionary$357M
Non-Disc.$837.8K
Employees6
Clients0
DateFeb 2023
Total AUM$256M
Discretionary$256M
Non-Disc.$0
Employees7
Clients1
DateOct 2022
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees6
Clients1
DateFeb 2022
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees6
Clients1
DateJan 2021
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees5
Clients1
DateMay 2020
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees5
Clients2
DateFeb 2020
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees5
Clients2
DateFeb 2019
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees6
Clients1
DateFeb 2019
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees6
Clients1
DateJul 2018
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees5
Clients200