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- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail
- Platforms
- BridgePathway glacier +more
- Established Date
- 05-04-2017
- Office Locations
- 1
Office Locations
About Capitol Wealth Management
Capitol Wealth Management is a fee-only RIA in Concord, NH providing customized financial planning, investment management, and insurance planning (including life insurance strategies). Their client-focused process centers on discovery, ongoing portfolio monitoring, and regular in-person/quarterly updates. Investment philosophy is long-term, diversified, and quality-oriented, aiming for consistent risk-adjusted returns and avoiding style bias; custody includes Fidelity/NFS.
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KEITH JAMES BURBANK
Vice President
- CRD
- #4341100
Clayton Poole III
--
- CRD
- #8096032
Value wave
Radial oak
- CRD
- #46916
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,291,829 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,291,829 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,291,829
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,111,678,611 | 14.1% |
| Corporate - Investment Grade | $1,158,984,083 | 14.7% |
| Cash | $2,751,601,667 | 34.9% |
| Corporate - Non-Investment Grade | $654,392,374 | 8.3% |
| Municipal Bonds | $922,456,719 | 11.7% |
| U.S. Government/Agency | $1,285,132,011 | 16.3% |
| Total | $7,884,245,465 | 100.0% |