Fee-only adviser · Washington, DC
District Capital Management, LLC
District Capital Management, LLC is a fee-only investment adviser registered with the securities regulators of California, Colorado, District of Columbia, Maryland, North Carolina, Texas, Virginia, with a mailing address in Washington, District of Columbia (its office is a private residence, so the street address is not published). On its latest Form ADV, filed September 25, 2026, it reports $30M in regulatory assets under management, 40 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Colorado, District of Columbia, Maryland, North Carolina, Texas, Virginia |
|---|---|
| Firm CRD number | 167317 |
| Office | Washington, DC (mailing address; office not published) |
| Phone | (571) 210-2121 |
| Website | www.districtcapitalmanagement.com |
| Regulatory assets under management | $30M |
| Individual clients | 27 non-high-net-worth, 13 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Washington
- Geometric Wealth Advisors, LLC $1.3B
- Lynx Investment Advisory, LLC $1.1B
- Valor Wealth Partners $63M
- Holistic Planners $16M
- Bryspen, Incorporated $329M
- Tyndale Investments, LLC $46M
See all 21 fee-only advisers in Washington →
Nearby
- Arlington 26 firms
- Takoma Park 2 firms
- Chevy Chase 9 firms
- Silver Spring 3 firms
- Alexandria 21 firms
- National Harbor 1 firm
- Bethesda 35 firms
- Cabin John 1 firm
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