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CAPITOL PRIVATE WEALTH GROUP LLC

VIENNA, VA · CRD 283257 · IAPD ↗ · capitolpwg.com · (703) 226-0008

$562.1MRegulatory AUM
7Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — CAPITOL PRIVATE WEALTH GROUP LLC notice-filed in MA, MN, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — CAPITOL PRIVATE WEALTH GROUP LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2026 — CAPITOL PRIVATE WEALTH GROUP LLC crossed $500M in regulatory AUM ($450.7M -> $562.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
March 2026 — CAPITOL PRIVATE WEALTH GROUP LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
March 2025 — CAPITOL PRIVATE WEALTH GROUP LLC reported RAUM up 26% ($357.8M -> $450.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2024 — CAPITOL PRIVATE WEALTH GROUP LLC reported RAUM up 40% ($256.0M -> $357.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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