CAPITOL PRIVATE WEALTH GROUP LLC
  • CAPITOL PRIVATE WEALTH GROUP LLC
  • TYSONS WEALTH GROUP LLC
  • DALIMONTE AND ASSOCIATES LLC

Adviser Profile

As of Date 04/20/2026
Registration SEC, Approved, 08/17/2017
Other registrations (2)
ADV Location VIENNA, VA, United States
Contact Info (70 xxxxxxx
Websites
AUM* 562,135,138 57%
of that, discretionary 562,135,138 57%
Number of Employees 8 33%
of those in investment advisory functions 7 75%
Private Fund GAV* 0
Avg Account Size 260,610 6%
% High Net Worth 30.24% 40%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

562M 482M 402M 321M 241M 161M 80M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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