Capital A Wealth Management logo

Capital A Wealth Management

Updated today

Client assets under management

$566,741,369

Clients

1,143

12% high-net-worth

Advisors

11

of 21 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

104

Very High

Average account size

$495,837

About

Capital A Wealth Management serves a broad mix of individual and institutional clients, including individuals, high‑net‑worth households, foundations, trusts, estates, corporations, charitable organizations and employer‑sponsored retirement plans and their participants. The firm provides discretionary investment management, financial planning (including standalone plans on request), retirement‑plan consulting and participant investment advice, and will advise on held‑away accounts such as annuities and employer plan assets.

The firm describes a top‑down, macro approach to tactical asset allocation with sector rotation and a relative growth/value framework, implementing portfolios with mutual funds, ETFs, individual equity and fixed‑income securities, discretionary rebalancing, and model‑based sleeves. Capital A also uses third‑party model managers and a platform arrangement with AE Wealth Management for model selection, reporting and administrative functions, and states it can act as an ERISA Section 3(38) investment manager for plan sponsors when engaged.

Compared with many peers, the brochure discloses several uncommon structural features: Capital A is the sponsor and manager of a wrap fee program, discloses affiliated insurance and tax‑preparation entities and broker/dealer relationships, and documents a material economic relationship with AE Wealth (a disclosed $250,000 non‑forgivable payment tied to maintaining that platform relationship and asset levels). The brochure also provides detailed retirement plan services (discretionary and non‑discretionary management, participant advice, and plan consulting) and describes platform and third‑party arrangements that can affect how models, reporting and fees are delivered.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Standalone financial planning fees range from $3,500 to $5,000, negotiated per client circumstances.

Percentage

up to 2.00% annually (maximum, negotiable by client)

Commissions

Certain IARs receive commission compensation as registered representatives of broker-dealers for securities and insurance transactions; commissions offset advisory fees on those products.

Project-based

$400/hour for financial planning work if financial planning agreement is terminated early.

Other

Account minimum: $50,000 (negotiable)

Main office location

Capital A Wealth Management

8050 Rowan Road, Suite 401

Cranberry Twp. PA 16066, United States

Number of offices

5

Most active in

Arizona · Florida · Louisiana · New York · Ohio · Pennsylvania · South Carolina · Texas · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lindsay F

Series 65

Cranberry Twp., PA

Capital A Wealth Management

Lindsay Frabotta is a financial advisor at Capital A Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked with AE Wealth Management and the New Castle Area School District. Outside of advising, she is involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, offering access to third-party model managers and alternative investments.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

David D

Series 63

Cranberry Twp., PA

Capital A Wealth Management

David Domenick Sr. is a financial advisor with Capital A Wealth Management, holding a Series 63 designation and bringing 37 years of industry experience. His career includes roles at Madison Avenue Securities, AE Wealth Management, and Sterne Agee Financial Services, among others. He is also the owner of David A. Domenick Investments & Insurance Services and Capital A Insurance, LLC, where he consults on insurance products. Additionally, he serves as a board member for the New Castle Sanitation Authority. Capital A Wealth Management serves individual investors, including high-net-worth clients, institutional sponsors, and nonprofit entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation, sector rotation, and a growth/value framework.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Mitchell S

CFP®, Series 66

Cranberry Twp., PA

Capital A Wealth Management

Mitchell Sienkiewicz is a CFP® and Series 66-licensed advisor at Capital A Wealth Management with three years of industry experience. He has previously worked at Janney Montgomery Scott and Madison Avenue Securities. Outside of his financial advisory role, he manages a family-owned Christmas tree farm and serves as a director for Historic Harmony Inc., a nonprofit focused on preserving local historic buildings and traditions. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party model portfolios.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Brandon D

Series 65

Cranberry Twp., PA

Capital A Wealth Management

Brandon Domenick is a Series 65-licensed advisor at Capital A Wealth Management with eight years of industry experience. He has previously worked at AE Wealth Management and held roles within various Capital A entities. Outside of advisory work, he is an author and publisher of investment-related books through Capital A Wealth Management, LLC. Capital A Wealth Management serves individual and institutional clients, including high-net-worth investors and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down investment approach focused on tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual securities, and third-party model managers to implement strategies.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Paul K

CFP®, Series 63

Canfield, OH

Capital A Wealth Management

Paul Kiefer is a CFP® professional with over 52 years of experience in the financial services industry. He is currently with Capital A Wealth Management in Canfield, OH, and has held prior roles at Madison Avenue Securities, Sa Stone Investment Advisors, and managed his own firm, Kiefer Financial Services. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, and fixed income, supported by third-party model managers and platform services.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

David D

Series 66

Cranberry Twp., PA

Capital A Wealth Management

David Domenick Jr. is a financial advisor with Capital A Wealth Management, holding a Series 66 designation and possessing 10 years of industry experience. He has held various roles within Capital A-affiliated firms and other financial services companies since 2015. Outside of his advisory work, he is active as a presenter on retirement planning topics for nonprofit organizations focused on financial education. Capital A Wealth Management serves individual investors, including high-net-worth clients, institutional sponsors, and nonprofit entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a growth/value framework across a range of investment vehicles and model portfolios.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Joel N

Series 63, Series 65

Cranberry Twp., PA

Capital A Wealth Management

Joel Nesbitt is a financial advisor at Capital A Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several entities affiliated with Capital A, including Capital A Insurance, where he is involved in insurance sales and services. Capital A Wealth Management serves individual investors—including high-net-worth clients—as well as institutional sponsors and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting with a top-down, macro-environmental investment approach that utilizes tactical asset allocation and sector rotation.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Patrick D

Series 65

Cranberry Twp., PA

Capital A Wealth Management

Patrick Danglidis is a financial advisor at Capital A Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked at several firms including AE Wealth Management and WestPac Wealth Partners. Outside of advisory roles, he is involved with Capital A Insurance, LLC, where he serves as an associate advisor focusing on insurance sales. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party model managers to provide ongoing investment oversight.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Brett N

Series 65

Cranberry Twp., PA

Capital A Wealth Management

Brett Nesbitt is a financial advisor at Capital A Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at S.R. Snodgrass, P.C. and Butler Community College. In addition to his advisory role, Nesbitt manages Capital A Tax Solutions, LLC, providing tax preparation services. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down, macro-environmental investment approach that includes tactical asset allocation, sector rotation, and a growth/value framework, implementing portfolios through mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Nicholas F

Series 63

Cranberry Twp., PA

Capital A Wealth Management

Nicholas Fajack is a financial advisor at Capital A Wealth Management with six years of industry experience. He holds a Series 63 designation and has previously worked at firms including Madison Avenue Securities, SA Stone Investment Advisors, Cetera Investment Services, and Farmers National Bank. Outside of his advisory role, he contributes as a presenter on retirement planning topics for nonprofit organizations focused on financial education. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment strategy that combines tactical asset allocation and sector rotation across mutual funds, ETFs, individual equities, and fixed income, utilizing third-party model managers and a platform with AE Wealth Management for portfolio oversight.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Jason N

Series 65

Cranberry Twp., PA

Capital A Wealth Management

Jason Nativio Jr. is a financial advisor at Capital A Wealth Management with a Series 65 credential and one year of industry experience. He previously attended Washington and Jefferson College and Neshannock High School. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party model managers through a platform relationship with AE Wealth Management.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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