Wolf Group Capital Advisors

Wolf Group Capital Advisors (CRD# 111647) is a financial advisory firm headquartered in Fairfax, VA. They manage $278,022,507 in 605 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $459,541
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, FL, LA, MD, NC, NH, TX, VA

Financial Advisors at Wolf Group Capital Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Robert D. Len
CRD#: 2847676
4401 Fair Lakes Court, Suite 310, Fairfax, VA 22033
93
Wealthminder
score

Robert Len (CRD# 2847676) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 21 years of experience in the finance industry.

2
April L. Turch
CRD#: 3233895
4401 Fair Lakes Court, Ste 310, Fairfax, VA 22033
93
Wealthminder
score

April Turch (CRD# 3233895) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 5 years of experience in the finance industry.

3
Charles K. Verruggio
CRD#: 4203594
4401 Fair Lakes Court, Suite 310, Fairfax, VA 22033
93
Wealthminder
score

Charles Verruggio (CRD# 4203594) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 12 years of experience in the finance industry.

4
Leonard S. Wolf
CRD#: 2843340
4401 Fair Lakes Court, Suite 310, Fairfax, VA 22033
93
Wealthminder
score

Leonard Wolf (CRD# 2843340) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 21 years of experience in the finance industry.

5
Frances N. Fang
CRD#: 6121777
4401 Fair Lakes Court, Suite 310, Fairfax, VA 22033
90
Wealthminder
score

Frances Fang (CRD# 6121777) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has 1 year of experience in the finance industry. Frances Fang 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.

6
Alexandra M. Rooney
CRD#: 6722773
4401 Fair Lakes Court, Ste 310, Fairfax, VA 22033
88
Wealthminder
score

Alexandra Rooney (CRD# 6722773) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has 1 year of experience in the finance industry.

7
Sean W. Fitzgerald
CRD#: 5699967
4401 Fair Lakes Court, Ste 310, Fairfax, VA 22033
87
Wealthminder
score

Sean Fitzgerald (CRD# 5699967) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.