Capital A Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Capital A Wealth Management reports 1,162 clients. They include 1,004 individual clients, 139 high-net-worth individuals, and 14 pension and profit-sharing plans. Of its assets, 100.0% ($613M across 2,839 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.84B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 43% |
| High-net-worth individuals | 12% | 49% |
| Pension and profit-sharing plans | 1% | 5% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,004 | $265M | 43.2% | $264K |
| High-net-worth individuals | 139 | $302M | 49.2% | $2.17M |
| Pension and profit-sharing plans | 14 | $33.1M | 5.4% | $2.37M |
| Charitable organizations | Fewer than 5 | $174K | 0.0% | — |
| Corporations and other businesses | 5 | $12.8M | 2.1% | $2.57M |
| Total | 1,162 | $613M | 100% | — |
- Clients
- 1,004
- Regulatory AUM
- $265M
- AUM share
- 43.2%
- Avg. per client
- $264K
- Clients
- 139
- Regulatory AUM
- $302M
- AUM share
- 49.2%
- Avg. per client
- $2.17M
- Clients
- 14
- Regulatory AUM
- $33.1M
- AUM share
- 5.4%
- Avg. per client
- $2.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $174K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $12.8M
- AUM share
- 2.1%
- Avg. per client
- $2.57M
Total
- Clients
- 1,162
- Regulatory AUM
- $613M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Capital A Wealth Management charges up to 2.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning
- Standalone financial plans are fixed fees of $3,500 to $5,000, agreed in advance; planning is otherwise included in the management fee.
It has 21 employees, 11 of them in advisory roles.
Leadership
- David DomenickManaging Member
- Brandon DomenickManaging Member, CCO
- Joseph PaliminoManaging Member
- David DomenickManaging Member
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
Staff
- 21 employees
- 11 in advisory functions
- 11 state-registered reps
- 4 broker-dealer reps
- 11 insurance agents
- Owns 5% to 10% of Capital A Wealth Management, LLC
David Domenick
Control person · since September 2023
- Owns 5% to 10% of Capital A Wealth Management, LLC
Brandon Domenick
Control person · since September 2023
- Owns 5% to 10% of Capital A Wealth Management, LLC
Joseph Palimino
Control person · since September 2023
Capital A Wealth Management’s regulatory assets grew 4.1× from $149M (June 2024) to $613M (April 2026); clients rose from 401 to 1,162 and employees from 17 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $613M | 1,162 | 21 | 5 |
| July 2025 | $412M | 912 | 19 | 4 |
| June 2024 | $149M | 401 | 17 | 4 |
Besides its headquarters, Capital A Wealth Management has 4 offices (1 private residence, listed without an address), with 4 listed addresses in Ohio and Pennsylvania.
Pennsylvania · 3 listed addresses
- 8050 Rowan Road, Suite 401, Cranberry TWP.HQ
- 2656 Ellwood Road, New Castle
- 44 Abele Road, Bridgeville
Ohio · 1 listed address
- 6715 Tippecanoe Road, Canfield
Other business names
Capital A Wealth Management has reported 1 other business name to the SEC.
- Kiefer Financial Service
Contact and registration details
- Legal name
- Capital A Wealth Management, LLC
- Headquarters
- 8050 Rowan Road, Suite 401, Cranberry TWP., PA 16066
- Website
- capitalainvestments.com
- Phone
- 724-658-4211
- SEC file
- 801-129086
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Capital A Wealth Management uses Charles Schwab ($582M, 95%) and Fidelity ($31.2M, 5%) as custodians for its separately managed accounts. Capital A Wealth Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $582M95%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $31.2M5%
At year end, Capital A Wealth Management’s separately managed accounts were largely in funds (48%) and stocks (47%).
What the accounts hold
- Stocks47%
- Funds48%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Capital A Wealth Management have?
Capital A Wealth Management has 1,162 clients and manages $613 million for them, as of April 2026. They include 1,004 individual clients, 139 high-net-worth individuals, and 14 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026
What services does Capital A Wealth Management offer?
Capital A Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Capital A Wealth Management charge?
Capital A Wealth Management charges up to 2.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Capital A Wealth Management use?
Capital A Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $582M and Fidelity Distributors Company LLC (Smithfield, RI), with $31.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026
How many financial advisors does Capital A Wealth Management have?
Capital A Wealth Management has 11 investment adviser representatives registered with state securities authorities, out of 21 employees, and 11 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Capital A Wealth Management invest in?
At the end of its last fiscal year, Capital A Wealth Management’s separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 47% exchange-traded equities, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Capital A Wealth Management?
Capital A Wealth Management’s direct owners are David Domenick, Brandon Domenick and Joseph Palimino, each holding 10% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 April 2026
How does Capital A Wealth Management get paid?
Capital A Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Capital A Wealth Management registered with the SEC?
Yes, Capital A Wealth Management has been registered with the SEC as an investment adviser since 22 November 2023. Its CRD number is 328863 and its SEC file number is 801-129086.
Source: Form ADV Part 1A, Item 1, filed 24 April 2026; IAPD firm record
How do I contact Capital A Wealth Management?
Capital A Wealth Management’s main office is at 8050 Rowan Road, Suite 401, Cranberry TWP., PA 16066. Its phone number is 724-658-4211. Its website is capitalainvestments.com.