Capitol Wealth Management, Inc.

Capitol Wealth Management, Inc. is an independent, single‑advisor registered investment adviser that provides comprehensive financial planning and discretionary portfolio management primarily for high‑net‑worth individuals, along with services for trusts, corporations and other organizational clients; the brochure reports the firm manages roughly $90 million across about 29 clients and 92 discretionary accounts. Services described include investment planning, tax and estate planning, cash‑flow and insurance reviews, and ongoing portfolio monitoring and reporting.

The firm’s investment process is driven by fundamental analysis conducted by its investment advisory representative, who develops individualized asset allocations and implements portfolios on a discretionary basis using equities, fixed income, mutual funds, ETFs and, when appropriate to client objectives, options or short sales. Custody and execution are typically handled through Schwab Institutional, and the brochure discloses that non‑standard or alternative investments and certain private offerings are reviewed and approved through the adviser’s affiliated broker‑dealer relationship with LPL Financial.

Noteworthy for a solo independent adviser, the brochure indicates the firm serves organizational clients, including charitable organizations, in addition to high‑net‑worth individuals, a client mix that is less common among peers. The firm’s sole owner is a CFP® with multiple securities and insurance registrations, and the brochure explicitly describes the dual custodial/execution relationships and associated conflicts of interest (commissions, custodial products and services) along with written policies on personal trading, proxy voting, and quarterly performance reporting.