District Capital Management, LLC

District Capital Management, LLC (CRD# 167317) is a financial advisory firm headquartered in Washington, DC. They manage $16,493,401 in 101 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
4301 50th Street, Suite 300 #2030, Washington, DC 20016
http://www.districtcapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $163,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, MD, NC, NY, TX, VA

Financial Advisors at District Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alvin Carlos, financial advisor Arlington VA
Alvin A. Carlos
CRD#: 6171439
Arlington, VA

Alvin Carlos (CRD# 6171439) is an Investment Advisor Representative working at District Capital Management, LLC in Arlington, VA and has over 12 years of experience in the finance industry.

2
Kayla Welte, financial advisor Arlington VA
Kayla M. Welte
CRD#: 7339640
Arlington, VA

Kayla Welte (CRD# 7339640) is an Investment Advisor Representative working at District Capital Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.

3
Yanshan Zhu, financial advisor Arlington VA
Yanshan Zhu
CRD#: 5504056
Arlington, VA

Yanshan Zhu (CRD# 5504056) is an Investment Advisor Representative working at District Capital Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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