District Capital Management, LLC

District Capital Management, LLC (CRD# 167317) is a financial advisory firm headquartered in Washington, DC. They manage $4,100,000 in 91 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $45,055
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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.

CA, DC, MD, TX, VA

Financial Advisors at District Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alvin A. Carlos
CRD#: 6171439
419 7th Street Nw, Suite 300, Washington, DC 20004
96
Wealthminder
score

Alvin Carlos (CRD# 6171439) is an Investment Advisor Representative working at District Capital Management, LLC in Washington, DC and has over 6 years of experience in the finance industry. Alvin Carlos 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
Andrew S. Kim
CRD#: 6191896
4201 Wilson Boulevard, #110413, Arlington, VA 22203
90
Wealthminder
score

Andrew Kim (CRD# 6191896) is an Investment Advisor Representative working at District Capital Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.

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