Advisor at Capital Area Planning Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, DC 20002
Credentials
CFP®, Series 66
Industry experience
14 years
Sherman Ethridge is a CFP® with 14 years of industry experience. He currently serves as an advisor at Capital Area Planning Group, having previously worked at CIC Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved in public speaking on investment topics through his sole proprietorship, Ethridge Consulting, LLC, and serves on the board of a Bluetooth headphone manufacturer, Dome Audio Inc. Capital Area Planning Group provides discretionary portfolio management, financial planning, and employee benefit plan consulting to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized, actively managed portfolios using Modern Portfolio Theory and fundamental analysis, and maintains affiliated non-advisory businesses such as tax preparation and insurance brokerage.
Based on Capital Area Planning Group
Based on Capital Area Planning Group
Based on Capital Area Planning Group
Financial Planning Services: upfront fee $1,999 plus monthly installments ($499 for individual, $729 for couple).
$500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.70% $10,000,000 - $24,999,999: 0.50% $25,000,000+: Negotiable
Account minimum: $500,000 Fee-only: Financial Planning: $7,500 annually for individual; $10,000 annually for couple, non-negotiable; Tax preparation included in planning fee, negotiable fees for tax prep as stand-alone.
1255 Union Street Ne, 7 Th Floor
Washington, DC 20002
District of Columbia · Maryland · Texas
Capital Area Planning Group
2024 - Present (2 years)
CIC Wealth, LLC
2019 - 2024 (5 years)
Wells Fargo Clearing
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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