RIA Intel›Advisers›New Hampshire›CAPITOL WEALTH MANAGEMENT LLC

CAPITOL WEALTH MANAGEMENT LLC

Advisory

CONCORD, NH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$470K

across 90 accounts

AUM per adviser

$14M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

62 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

STRAIGHT FORWARD WEALTH MANAGEMENT, LLC

$46M

$37M

MARTEL DOROW, INC.

$48M

STERLING FINANCIAL SERVICES, LLC

$48M

FRORER CAPITAL MANAGEMENT, INC.

$49M

$36M

Get the full picture on CAPITOL WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CAPITOL WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans