Capitol Private Wealth Group Llc
- Regulatory AUM
- $562M
- Discretionary
- $562M
- Clients
- 572
- Avg AUM / client
- $983K
- Accounts
- 2,157
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 397 | $132M | 23.6% |
| High net worth individuals | 173 | $430M | 76.4% |
| Charitable organizations | 2 | $31.0K | 0.01% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Giancarlo Dalimonte | Chief Compliance Officer | Jul 2016 (10y) | 75% or more | |
| Lisa Marie Barbieri | Registered representative | Jul 2016 (10y) | ||
| Anders O Lundegard | Registered representative | CFP Chartered Financial Consultant | Sep 2016 (10y) | |
| Alison Leigh Cain | Registered representative | Mar 2017 (9y) | ||
| Nicholas Alexander Ferrari Smith | Registered representative | CFP | Feb 2024 (3y) | |
| Shawn Yousef Hadian | Registered representative | CFP | Mar 2025 (1y) | |
| Matthew Joseph Oconnor | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 998 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $562M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗