Capitol Wealth Management, INC.: new SEC registration, $112M AUM, Mclean, VA
Capitol Wealth Management, INC. (Mclean, Virginia): new SEC registration, $112M AUM, Mclean, VA. Its amount of 112 is below the median of 134 (27th percentile). Dated 90 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 112 · 27th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 19 related VA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Capitol Wealth Management, INC. |
| Legal name | Capitol Wealth Management, INC. |
| CRD | 114994 |
| Status | Approved |
| Registered with the SEC | 2026-08-07 |
| Latest Form ADV filing | 2026-08-07 |
| Location | Mclean, VA, United States |
| Regulatory AUM | $111,888,886 |
| Accounts | 93 |
| Employees | 2 |
| Website | HTTP://WWW.CAPITOLWEALTHMGMT.COM |
| amount percentile | 27th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (20 VA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-07
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VA first): Activ8 Family Office LLC · Bellars Harris Wealth Management · Steelhead Wealth Management · Mwa Investments, LLC · Wacona Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Capitol Wealth Management, INC. and 20 Virginia peers
- Virginia NewRiaPulse records like this one: 20
- Capitol Wealth Management, INC.'s amount: 27th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Virginia peer: $4,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $112M under management.
- Website on file.
What is the NewRiaPulse record for Capitol Wealth Management, INC. in Mclean, Virginia?
Capitol Wealth Management, INC. received SEC registration as an investment adviser (2026-08-07) with $111,888,886 in regulatory assets under management, based in Mclean, VA.
How does Capitol Wealth Management, INC. compare to other Virginia NewRiaPulse records?
Its amount of 112 is below the median (27th percentile); smaller records often move faster and face less competition. It is 90 days old; check the official source for later updates before acting.
Capitol Wealth Management, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Capitol Wealth Management, INC. | Mclean, VA | 112 | 27th | 2026-08-07 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.