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Building 2CAPITAL INVESTMENT ADVISORS

Map pinWASHINGTON D.C., DC
Phone240-482-4000
NotebookSEC #801-110008
Total AUM
$302.3M
Employees
11
Clients
427

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 POTOMAC STREET N.W.
SUITE 300
WASHINGTON D.C.
DC 20007
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
240-482-4000
Other Offices
1

ReceiptFinancials

Total AUM
$302.3M
Accounts
1,416
Discretionary
$287M
Accounts
1,350
Non-Discretionary
$15.3M
Accounts
66

ContactClients

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Individual Clients
338
AUM
$111.3M
HNW Individual Clients
79
AUM
$172.4M
Pension/Profit Sharing Plan Clients
6
AUM
$10.8M
Charitable Organization Clients
1
AUM
$7.1M
Corporation or Business Clients
3
AUM
$726.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLLAMDNHNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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