Capitol Private Wealth Group LLC

Capitol Private Wealth Group, LLC, based in Vienna, VA, has been providing investment advisory services since 2016. The firm, wholly owned by Giancarlo Dalimonte, offers tailored Portfolio Management Services, including individual stock and bond portfolios, ETFs, and mutual funds. Additionally, they provide Financial Planning & Consulting services covering various financial aspects like Investment, Retirement, Estate, and Tax Planning. The firm acts as a fiduciary, committed to always acting in the client's best interest. Clients can expect a fee structure based on a percentage of assets under management, ranging from 0.15% to 1.50%. The firm manages $450,705,752 on a discretionary basis as of December 31, 2024. Capitol Private Wealth Group does not charge performance-based fees and allows clients to provide investment discretion. The firm does not accept proxy authority to vote client securities and does not receive soft dollars beyond what is allowed by regulations. Clients are encouraged to review account statements provided by the custodian and can expect quarterly reviews for Portfolio Management Services clients. The firm does not have custody of client assets but has adopted safeguards for third-party money movement. Clients have the option to grant investment discretion to the firm, and limitations can be imposed with written acknowledgment. The firm does not accept proxy authority to vote client securities and does not have any financial disclosures to make.