CRD: 114994
Capitol Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-15-1997
- Office Locations
- 1
Office Locations
About Capitol Wealth Management, Inc.
Capitol Wealth Management, Inc. is an independent, SEC-registered RIA serving private investors, including individuals, families, and businesses. The firm combines financial planning, investment management, and insurance guidance, with a focus on accumulating wealth and progressing toward financial independence. Portfolios include public funds and ETFs alongside government/agency and corporate bonds, and it works with custodians such as Schwab and LPL.
Reported data analysis
What the numbers show
Between May 16, 2012 and August 7, 2026, reported AUM increased 293.2%, from $28.5M to $111.9M.
Across 3 reported observations, AUM increased 254.7% between March 28, 2011 and August 7, 2026, from $31.5M to $111.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
FRANK JAMES MCGOVERN JR
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer, President
- CRD
- #1252899
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,888,886 | $1,203,106 |
| Non-Discretionary | $0 | -- |
| Total | $111,888,886 | $1,203,106 |
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Separately Managed Accounts
SMA allocation detail is available
Capitol Wealth Management, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.