A complete list of active advisors currently associated with Capitol Landing Wealth
Warmer can help you find a great advisor at Capitol Landing Wealth or one who fits your needs even better.
Capitol Landing Wealth Management provides investment management and comprehensive financial planning services and participates on the AssetMark turnkey asset management platform. The firm also offers management of held-away retirement assets via Self‑Directed Brokerage Accounts (SDBAs), access to fee‑only annuity solutions through Midland Advisory, standalone planning engagements, and occasional educational seminars and workshops; as of January 2026 the brochure reports $0 in client assets. CLWM typically manages accounts on a discretionary basis either directly or by engaging unaffiliated Sub‑Advisors and Independent Managers available through the AssetMark platform, and it documents client objectives and constraints in a written Investment Policy Statement. The firm describes a multi-method investment process (fundamental, technical, quantitative, and macro/thematic analysis), ongoing monitoring with at least quarterly reviews, and delegated authority to select and replace platform managers when appropriate. The firm’s disclosure highlights several features that are less common for firms in this category: a broad client roster that explicitly includes individuals and high‑net‑worth clients as well as pension and profit‑sharing plans, trusts and charitable organizations, corporations, insurance companies, banking or thrift institutions, state or municipal governments, sovereign wealth funds, and other investment advisers. CLWM also discloses affiliations with a separate tax advisory practice and ancillary appraisal/real‑estate activities, and it outlines potential conflicts and mitigation measures related to platform benefits, sub‑adviser relationships, and fee‑only annuity offerings.
To learn more about the advisors currently working at Capitol Landing Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Williamsburg, VA
| 1
|
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