Capitol Private Wealth Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Capitol Private Wealth Group reports 572 clients. They include 397 individual clients, 173 high-net-worth individuals and 2 charitable organizations. Of its assets, 100.0% ($562M across 2,157 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 24% |
| High-net-worth individuals | 30% | 76% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 397 | $132M | 23.6% | $334K |
| High-net-worth individuals | 173 | $430M | 76.4% | $2.48M |
| Charitable organizations | Fewer than 5 | $31K | 0.0% | $15.5K |
| Total | 572 | $562M | 100% | — |
- Clients
- 397
- Regulatory AUM
- $132M
- AUM share
- 23.6%
- Avg. per client
- $334K
- Clients
- 173
- Regulatory AUM
- $430M
- AUM share
- 76.4%
- Avg. per client
- $2.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $31K
- AUM share
- 0.0%
- Avg. per client
- $15.5K
Total
- Clients
- 572
- Regulatory AUM
- $562M
- 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
Capitol Private Wealth Group charges 0.15%–1.50% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fees are up to $350 an hour, with a two-hour minimum, or flat fees up to $10,000.
- Outside Account Reporting
- A $60 flat fee is charged for every outside account per year.
- Retirement Plan Consulting
- Hourly fees are up to $250 an hour, or flat fees from $750 to $10,000.
Giancarlo Dalimonte owns 75% or more of Capitol Private Wealth Group. The leadership team of Capitol Private Wealth Group includes Chief Compliance Officer Giancarlo Dalimonte. It has 8 employees, 7 of them in advisory roles.
Leadership
- Giancarlo DalimonteChief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Lisa Marie Barbieri
- Alison Leigh Cain
- Giancarlo Dalimonte
- Nicholas Alexander Ferrari-Smith
- Shawn Yousef Hadian
- Anders O Lundegard
- Matthew Joseph Oconnor
Staff
- 8 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Capitol Private Wealth Group LLC
Giancarlo Dalimonte
Control person · since December 2023
Capitol Private Wealth Group’s regulatory assets grew 2.6× from $213M (January 2021) to $562M (April 2026); clients rose from 392 to 572 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $562M | 572 | 8 | 2 |
| February 2025 | $451M | 512 | 6 | 1 |
| February 2024 | $358M | 411 | 6 | 1 |
| February 2023 | $256M | 459 | 7 | 1 |
| February 2022 | $259M | 432 | 6 | 1 |
| January 2021 | $213M | 392 | 5 | 1 |
Besides its headquarters, Capitol Private Wealth Group has 1 office (1 private residence, listed without an address), with 1 listed address in Virginia.
Virginia · 1 listed address
- 8150 Leesburg Pike, Suite 630, ViennaHQ
Other business names
Capitol Private Wealth Group has reported 2 other business names to the SEC.
- Dalimonte and Associates LLC
- Tysons Wealth Group LLC
Contact and registration details
- Legal name
- Capitol Private Wealth Group LLC
- Headquarters
- 8150 Leesburg Pike, Suite 630, Vienna, VA 22182
- Website
- capitolpwg.com
- Phone
- 703-226-0008
- SEC file
- 801-111009
- Founded
- 2016
- Structure
- Virginia LLC
- Fiscal year end
- December
Capitol Private Wealth Group uses Charles Schwab ($562M) as custodian for its separately managed accounts. Capitol Private Wealth Group has custody of $184M in client assets for 425 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $562M100%
At year end, Capitol Private Wealth Group’s separately managed accounts were largely in funds (21%).
What the accounts hold
- Stocks9%
- Funds21%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash4%
- Other63%
- Structured bank notes62%
- Derivatives1%
How many clients does Capitol Private Wealth Group have?
Capitol Private Wealth Group has 572 clients and manages $562 million for them, as of April 2026. They include 397 individual clients, 173 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026
What services does Capitol Private Wealth Group offer?
Capitol Private Wealth Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Capitol Private Wealth Group charge?
Capitol Private Wealth Group charges 0.15%–1.50% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A-CAPITOL PRIVATE WEALTH GROUP LLC, filed 20 April 2026
Which custodians does Capitol Private Wealth Group use?
Capitol Private Wealth Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $562M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 April 2026
How many financial advisors does Capitol Private Wealth Group have?
Capitol Private Wealth Group has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 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 Capitol Private Wealth Group invest in?
At the end of its last fiscal year, Capitol Private Wealth Group’s separately managed accounts held 62% other, 21% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% high-yield corporate bonds and 1% derivatives. The 62% other category is described as: Structured Bank Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Capitol Private Wealth Group?
Capitol Private Wealth Group’s direct owner is Giancarlo Dalimonte (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 April 2026
How does Capitol Private Wealth Group get paid?
Capitol Private Wealth Group 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
How do I contact Capitol Private Wealth Group?
Capitol Private Wealth Group’s main office is at 8150 Leesburg Pike, Suite 630, Vienna, VA 22182. Its phone number is 703-226-0008. Its website is capitolpwg.com.