Wolf Group Capital Advisors

Wolf Group Capital Advisors (CRD# 111647) is a financial advisory firm headquartered in Fairfax, VA. They manage $445,914,061 in 810 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    446
    MILLION
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $550,511
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, LA, MD, NC, NH, NY, PA, TX, VA

Financial Advisors at Wolf Group Capital Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Sean W. Fitzgerald
CRD#: 5699967
12701 Fair Lakes Circle, Suite 220, Fairfax, VA 22033

Sean Fitzgerald (CRD# 5699967) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 6 years of experience in the finance industry.

2
Robert D. Len
CRD#: 2847676
12701 Fair Lakes Circle, Suite 220, Fairfax, VA 22033

Robert Len (CRD# 2847676) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 27 years of experience in the finance industry.

3
Cesar A. Ortega
CRD#: 6600159
12701 Fair Lakes Circle, Suite 220, Fairfax, VA 22033

Cesar Ortega (CRD# 6600159) 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.

4
Kevin R. Ostergaard
CRD#: 6375261
12701 Fair Lakes Circle, Suite 220, Fairfax, VA 22033

Kevin Ostergaard (CRD# 6375261) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 9 years of experience in the finance industry.

5
April L. Turch
CRD#: 3233895
12701 Fair Lakes Circle, Suite 220, Fairfax, VA 22033

April Turch (CRD# 3233895) 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.

6
Charles K. Verruggio
CRD#: 4203594
12701 Fair Lakes Circle, Suite 220, Fairfax, VA 22033

Charles Verruggio (CRD# 4203594) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 18 years of experience in the finance industry.

7
Harveen K. Bhathal
CRD#: 7416533
Purcellville, VA

Harveen Bhathal (CRD# 7416533) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Purcellville, VA and has 1 year of experience in the finance industry.

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