Capitol Private Wealth Group LLC

Capitol Private Wealth Group LLC (CRD# 283257) is a financial advisory firm headquartered in Vienna, VA. They manage $105,703,000 in 745 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    745
    ACCOUNTS
  • Average Account Value
    $141,883
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, GA, MD, NC, NH, NY, SC, TX, VA

Financial Advisors at Capitol Private Wealth Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Anders O. Lundegard
CRD#: 4751714
8133 Leesburg Pike, Suite 780, Vienna, VA 22182
96
Wealthminder
score

Anders Lundegard (CRD# 4751714) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 14 years of experience in the finance industry. Anders Lundegard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alison L. Cain
CRD#: 4507708
8133 Leesburg Pike, Suite 780, Vienna, VA 22182
93
Wealthminder
score

Alison Cain (CRD# 4507708) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 15 years of experience in the finance industry.

3
Lisa M. Barbieri
CRD#: 3273981
8133 Leesburg Pike, Suite 780, Vienna, VA 22182
83
Wealthminder
score

Lisa Barbieri (CRD# 3273981) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 18 years of experience in the finance industry.

4
Giancarlo Dalimonte
CRD#: 4239189
8133 Leesburg Pike, Suite 780, Vienna, VA 22182
83
Wealthminder
score

Giancarlo Dalimonte (CRD# 4239189) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 17 years of experience in the finance industry.

5
Bobby L. Glass
CRD#: 222733
8133 Leesburg Pike, Suite 780, Vienna, VA 22182
61
Wealthminder
score

Bobby Glass (CRD# 222733) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 30 years of experience in the finance industry. Bobby Glass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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