Capitol Wealth Management

Financial planning in Concord, NH

State registeredNo commissions reported

Call (603) 715-2664 Send a message Map ↗

Public-record details

Address: 3 North Spring St Suite 200, Concord, NH 03301
Phone: (603) 715-2664
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Capitol Wealth Management LLC
CRD number: 287875
Registration: State registered: NH
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $42.3 million
Accounts managed: 90
Clients reported (Form ADV 5.D): 62
Individual / high-net-worth clients: 48 / 14
Employees: 3
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-31

State registered (NH) investment adviser, CRD 287875, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 287875 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Concord

Atlas Fiduciary Services, INC.214 N. State Street, Unit 1 · Concord, NH 03301 · (603) 581-7125 · Financial planningCRD 321271 · % of assets, Hourly charges · $269.3 million AUMSEC registeredNo commissions reported Carlson InvestmentsTwo Capital Plaza, Suite 404 · Concord, NH 03301 · (603) 224-5977 · Financial planningCRD 105729 · % of assets · $735.5 million AUMSEC registeredNo commissions reported Kcs Advisors, LLC100 North Main Street, Suite 505 · Concord, NH 03301 · (603) 219-0771 · Hourly feesCRD 128005 · % of assets, Hourly charges · $89.5 million AUMState registeredNo commissions reported Valpey Financial Services LLC100 North Main Street Suite 500 · Concord, NH 03301 · (603) 856-7945 · Financial planningCRD 154154 · % of assets, Hourly charges · $226.0 million AUMSEC registeredNo commissions reported Whitegate Investment Counselors, INC.143 North Main Street, Suite 203 · Concord, NH 03301 · (603) 228-5471 · Hourly feesCRD 107732 · % of assets, Hourly charges · $545.4 million AUMSEC registeredNo commissions reported

All 6 in Concord →