Capitol Private Wealth Group LLC

About Capitol Private Wealth Group LLC

<p>Founded in 2016, Capitol Private Wealth Group LLC works with retirement plan sponsors that want hands-on support for day-to-day plan oversight and documentation.</p> <p>Headquartered in Vienna, Virginia in the Washington, DC metro area, the firm is a Registered Investment Adviser (RIA) that provides private wealth advisory and financial planning. For employer plans, Capitol Private Wealth Group offers 3(21) fiduciary investment advice, including help selecting and monitoring the plan’s investment lineup and documenting decisions for committee files.</p> <p>Their planning process centers on organizing priorities, setting clear goals, and then updating the plan as life changes. A practical differentiator is the firm’s emphasis on open, direct communication and ongoing follow-through rather than one-time recommendations.</p> <p>As of 2026, the firm reports $0.5B in assets under management. Capitol Private Wealth Group is authorized to conduct business in Arizona, California, the District of Columbia, Florida, and Georgia.</p> <ul> <li>Registered Investment Adviser (RIA) and <a href="/plan-advisors">plan advisor</a></li> <li>3(21) fiduciary investment advice for retirement plan sponsors</li> <li>Investment selection and ongoing monitoring support</li> <li>Financial planning and private wealth advisory services</li> </ul>

Website: https://www.capitolpwg.com/about-us/

Founded: 2016