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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- BridgeVertex
- 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.
Team overview
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Investment Themes
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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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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,008,485 | $393,105 |
| Non-Discretionary | $0 | $176,650 |
| Total | $105,008,485 | $316,143 |
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Separately Managed Accounts
Total SMA Asset: $105,008,485
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $428,520,492 | 13.6% |
| Equity - Exchange | $636,478,966 | 20.2% |
| U.S. Government/Agency | $636,478,966 | 20.2% |
| Corporate - Investment Grade | $352,899,229 | 11.2% |
| Corporate - Non-Investment Grade | $393,860,746 | 12.5% |
| Cash | $233,165,562 | 7.4% |
| Municipal Bonds | $469,482,009 | 14.9% |
| Total | $3,150,885,970 | 100.0% |