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WOLF GROUP CAPITAL ADVISORS

FAIRFAX, VA · CRD 111647 · IAPD ↗ · (703) 652-6255

$526.8MRegulatory AUM
11Advisory reps
13Employees
0Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2025 — WOLF GROUP CAPITAL ADVISORS (FAIRFAX, VA) left the SEC roster (was $526.8M RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
October 2024 — WOLF GROUP CAPITAL ADVISORS added office(s): 11 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
October 2024 — WOLF GROUP CAPITAL ADVISORS crossed $500M in regulatory AUM ($445.9M -> $526.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
October 2024 — WOLF GROUP CAPITAL ADVISORS grew from 6 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.