Capitol Wealth Management, Inc.

Capitol Wealth Management provides discretionary portfolio management and financial planning primarily to individuals and high‑net‑worth clients and also advises charitable organizations, reporting about $111.9 million in discretionary assets under management across a small client base. The firm offers standalone Financial Independence Analysis and includes comprehensive financial planning for portfolio management clients at no additional charge.

The adviser typically manages accounts under discretionary authority and applies fundamental analysis with a mix of long‑ and short‑term purchase strategies across equities, mutual funds, ETFs, REITs and fixed income, while using custodian money‑market sweep options for cash management. Tax efficiency is not a primary objective unless agreed in writing, and the brochure discloses potential conflicts because persons providing advice are also registered representatives and licensed insurance agents who may receive separate commission‑based compensation.

What is distinctive about the firm is its combination of a very small client roster with a relatively large amount of assets—resulting in a high assets‑per‑client profile—and its inclusion of charitable organization clients, a less common client type for solo independent advisers. The firm also routinely directs brokerage and custody to a single qualified custodian and discloses that affiliated advisers may receive separate brokerage or insurance commissions, which may influence product selection.