Wolf Group Capital Advisors

Wolf Group Capital Advisors (CRD# 111647) is a financial advisory firm headquartered in Fairfax, VA. They manage $293,744,408 in 689 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    689
    ACCOUNTS
  • Average Account Value
    $426,334
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, NY, TX, VA

Financial Advisors at Wolf Group Capital Advisors
Showing 1 - 5 of 5 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 20 years of experience in the finance industry.

2
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 11 years of experience in the finance industry.

3
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 20 years of experience in the finance industry.

4
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.

5
April L. Turch
CRD#: 3233895
4401 Fair Lakes Court, Ste 310, Fairfax, VA 22033
90
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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.