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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-2016
- Office Locations
- 2
Office Locations
About Capitol Private Wealth Group LLC
Capitol Private Wealth Group is a fee-based, fiduciary financial planning and investment advisory firm that uses a consultative, collaborative process to tailor portfolios and planning to client objectives. The practice emphasizes client-focused solutions and broader wealth planning needs, including entrepreneurs and families, and commonly implements diversified allocations using vehicles such as ETFs and mutual funds. Custody is supported through Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
GIANCARLO DALIMONTE
Chief Compliance Officer, Private Wealth Advisor
- CRD
- #4239189
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LISA MARIE BARBIERI
Financial Advisor, General Partner
- CRD
- #3273981
ALISON LEIGH CAIN
Financial Advisor, General Partner
- CRD
- #4507708
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $562,135,138 | $260,610 |
| Non-Discretionary | $0 | -- |
| Total | $562,135,138 | $260,610 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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