CRD: 167317
District Capital Management, LLC
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- Custodian
- Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-23-2013
- Office Locations
- 4
Office Locations
About District Capital Management, LLC
District Capital Management is an independent, fee-only fiduciary RIA in the Washington, D.C. area serving high-earning professionals in their 30s and 40s nationwide via Zoom. The firm provides personalized financial planning and investment management focused on early retirement (often by 55), tax reduction, and disciplined, ETF-centered portfolio construction. The team includes three CFP® professionals and two CFA® charterholders.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALVIN ALBANIA CARLOS
Chief Compliance Officer, Financial Planner, Managing Partner
- CRD
- #6171439
- Ownership
- 25% but less than 50%
TAEKYUNG HAN
Chief Investment Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Brittany Leigh Marie Chapman
--
- CRD
- #8273082
Amy Elizabeth Spalding
Financial Planner
- CRD
- #7894466
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,599,810 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,599,810 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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