The Capital Management Group | Investment Advisors | Washington, DC
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    • Financial Planning
    • Investment Management
    • Corporate Advisory & Consulting
    • Business Planning
    • Retirement Planning
    • Tax Planning & Tax Services >
      • Tax Preparation
      • Accounting & Bookeeping
      • Tax Audit, Compilations, and Review Services
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You need a wealth manager who’s capable of keeping up with you.

We believe it’s not about the money, it’s about the purpose of money in your life. Financial planning needs to be simpler and more effectively communicated. The most important aspect of financial planning is helping investors learn about strategies that the financial industry utilizes but does not communicate to the public. We believe that in financial planning, as in life, there is always another perspective to consider, and for financial planning to be effective; it must focus on each individual’s behavior. Through education and goal-oriented, result-driven planning, we provide the confidence and strategies necessary for people to accomplish their goals and attain financial independence no matter where they are in life. We know that having the autonomy of independence allows us to always develop strategies for you that are always in your best interest, true to the fiduciary standard.

TYPES OF CLIENTS


​INDIVIDUALS & ​FAMILIES
FOCUSING ON THOSE THAT MATTER
For individuals or multi-generational families of significant wealth, our service extends beyond our investment and fiduciary expertise into every facet of financial life. Your situation is complex, and your story is completely unique. So, with a careful and thoughtful approach, we provide an overlay of services and capabilities, and consult with your existing advisors to ensure a well-coordinated, personalized plan.
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BUSINESS ​OWNERS
TAKES ONE TO KNOW ONE
For executives & business owners, anishyour most significant asset, and the financial success of that business has an immediate impact on the economic stability of your family. Through comprehensively analyzing operational, financial, legal, and regulatory aspects of your business, we maximize your ability to tap the value of your business to support your retirement, your family, and your family’s next generation.​
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INSTITUTIONS
MAXIMUM HUMAN CAPITAL SATISFACTION
For corporations, leadership wants not only to attract the best employees, but once they’ve done so, they want to keep them happy and provide them with incentives to stay. At Capital Management Group, we understand that every corporation is unique. That's why our process of developing, implementing, and providing your business with bespoke financial strategies (that provide your shareholders with maximum value and your employees with maximum job satisfaction).
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HEADQUARTED IN THE HEART OF THE NATION'S CAPITOL

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MEET WITH US

THE CAPITAL MANAGEMENT GROUP | INVESTMENT ADVISORS
1101 30th Street NW, Fifth Floor
​Washington, DC 20007
PHONE​ (202) 655-2125
FAX (202) 690-8161
​EMAIL  admin@capaitalmgmtgroup.com
HOURS  Monday-Friday: 8:30AM-5:30PM (EST)

LEARN ABOUT US

​ABOUT OUR FIRM
CLIENT PORTAL
TERMS & CONDITIONS
PRIVACY POLICY
​DISCLOSURES

The Capital Management Group and its Investment Adviser Representatives may only transact business in states that it is properly licensed, excluded, or exempted from the District of Columbia’s Investment Adviser or Investment Adviser Representative licensing requirements; and follow-up, individualized responses provided to persons in a state where the Investment Adviser or its Investment Adviser Representatives are  involved in either effecting or attempting to effect transactions in securities, or rendering of personalized investment advice for compensation, will not be made without compliance with the District of Columbia’s Investment Adviser and/or Investment Adviser Representative licensing requirements, or an applicable exemption or exclusion.
  • Home
  • Our Approach
  • Our Firm
  • Our Services
    • Financial Planning
    • Investment Management
    • Corporate Advisory & Consulting
    • Business Planning
    • Retirement Planning
    • Tax Planning & Tax Services >
      • Tax Preparation
      • Accounting & Bookeeping
      • Tax Audit, Compilations, and Review Services
  • Contact Us
    • Disclosures
    • Privacy Policy
  • Client Portal
  • IBKR Account Access