{"url":"https://nivawealth.com/firms/capitol-private-wealth-group-283257","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283257","regulatoryAum":562135138,"crd":"283257","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3273981","suffix":null,"lastName":"BARBIERI","firstName":"LISA","middleName":"MARIE"},{"crd":"4507708","suffix":null,"lastName":"CAIN","firstName":"ALISON","middleName":"LEIGH"},{"crd":"4239189","suffix":null,"lastName":"DALIMONTE","firstName":"GIANCARLO","middleName":null},{"crd":"6760791","suffix":null,"lastName":"Ferrari-Smith","firstName":"Nicholas","middleName":"Alexander"},{"crd":"6544486","suffix":null,"lastName":"HADIAN","firstName":"SHAWN","middleName":"YOUSEF"},{"crd":"4751714","suffix":null,"lastName":"LUNDEGARD","firstName":"ANDERS","middleName":"O"},{"crd":"5276272","suffix":null,"lastName":"OCONNOR","firstName":"MATTHEW","middleName":"JOSEPH"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-25","regulatoryAum":213277010,"clients":392,"employees":5,"offices":1},{"filedOn":"2022-02-18","regulatoryAum":258890710,"clients":432,"employees":6,"offices":1},{"filedOn":"2023-02-16","regulatoryAum":256017877,"clients":459,"employees":7,"offices":1},{"filedOn":"2024-02-16","regulatoryAum":357807663,"clients":411,"employees":6,"offices":1},{"filedOn":"2025-02-11","regulatoryAum":450705752,"clients":512,"employees":6,"offices":1},{"filedOn":"2026-04-20","regulatoryAum":562135138,"clients":572,"employees":8,"offices":2}],"secFileNumber":"801-111009","legalName":"Capitol Private Wealth Group LLC","displayName":"Capitol Private Wealth Group","slug":"capitol-private-wealth-group-283257","website":"https://capitolpwg.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2016","organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8150 Leesburg Pike, Suite 630","city":"Vienna","state":"VA","stateName":"Virginia","country":"United States","postalCode":"22182"},"tradeNames":["Dalimonte and Associates LLC","Tysons Wealth Group LLC"],"registration":{"secApproved":"17 August 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":986147.6105263158,"staff":{"employees":8,"advisory":7,"brokerDealerReps":1,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":562135138,"discretionary":562135138,"discretionaryAccounts":2157,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":397,"regulatoryAum":132402015},{"label":"High-net-worth individuals","clients":173,"regulatoryAum":429702123},{"label":"Charitable organizations","clients":2,"fewerThan5":true,"regulatoryAum":31000}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042009","versionId":1042009,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-04-20","documentName":"ADV PART 2A-CAPITOL PRIVATE WEALTH GROUP LLC","fee_rate_low":0.15,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Hourly fees are up to $350 an hour, with a two-hour minimum, or flat fees up to $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042009","versionId":1042009,"submittedOn":"2026-04-20","documentName":"ADV PART 2A-CAPITOL PRIVATE WEALTH GROUP LLC"},{"role":"other","program":"Outside Account Reporting","summary":"A $60 flat fee is charged for every outside account per year.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042009","versionId":1042009,"submittedOn":"2026-04-20","documentName":"ADV PART 2A-CAPITOL PRIVATE WEALTH GROUP LLC"},{"role":"other","program":"Retirement Plan Consulting","summary":"Hourly fees are up to $250 an hour, or flat fees from $750 to $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042009","versionId":1042009,"submittedOn":"2026-04-20","documentName":"ADV PART 2A-CAPITOL PRIVATE WEALTH GROUP LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:12:15.379777+00:00","documents":[{"name":"ADV PART 2A-CAPITOL PRIVATE WEALTH GROUP LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042009","versionId":1042009,"submittedOn":"2026-04-20"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":562135138}],"custodyNote":"Capitol Private Wealth Group has custody of $184M in client assets for 425 clients.","otherCustodians":[],"leadership":[{"name":"Giancarlo Dalimonte","title":"Chief Compliance Officer","crd":"4239189"}],"ownership":[{"label":"Giancarlo Dalimonte","detail":"Chief compliance officer in the 75% or more ownership band and a control person, since December 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"8150 Leesburg Pike, Suite 630","city":"Vienna","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-226-0008","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":9},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":21},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":62,"detail":"Structured Bank Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"20 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/283257/PDF/283257.pdf","brochureDate":"20 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042009","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Capitol Private Wealth Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Capitol Private Wealth Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Capitol Private Wealth Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Capitol Private Wealth Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Capitol Private Wealth Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Capitol Private Wealth Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Capitol Private Wealth Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Capitol Private Wealth Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Capitol Private Wealth Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}