Capitalwize, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 288124
· Atlanta, GA
· WWW.MYMONEYEDU.COM
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ADV data as of Jun 22, 2026
- Regulatory AUM
- $272K
- Discretionary
- $272K
- Clients
- 101
- Avg AUM / client
- $2.7K
- Accounts
- 101
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 101 | $272K | 100.0% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenny Nathan Conwell | Registered representative | Apr 2017 (9y) | ||
| George Acheampong | Registered representative | Mar 2018 (8y) | ||
| Da Zha Richea Jones | Registered representative | Sep 2021 (5y) | ||
| Greg Derderian | Registered representative | Oct 2024 (2y) | ||
| Devin Lamont Alphin | Registered representative | May 2025 (1y) | ||
| Rachel Elizabeth Neblett | Registered representative | Sep 2025 (1y) | ||
| Ike Ugonnaya Elele | Registered representative | CFP | Feb 2026 (0y) | |
| Thomas Windom | Registered representative | Mar 2026 (0y) |
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) | 06/22/2026 | 1 MB | 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
- • Educational seminars/workshops
Custody
Reported custodians
- Mtg, Llc $138K (51% of AUM) Jun 2026
- Truist Financial Corp $134K (49% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗