Capitol Landing Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Capitol Landing Wealth Management provides investment management and comprehensive financial planning services and participates on the AssetMark turnkey asset management platform. The firm also offers management of held-away retirement assets via Self‑Directed Brokerage Accounts (SDBAs), access to fee‑only annuity solutions through Midland Advisory, standalone planning engagements, and occasional educational seminars and workshops; as of January 2026 the brochure reports $0 in client assets.
CLWM typically manages accounts on a discretionary basis either directly or by engaging unaffiliated Sub‑Advisors and Independent Managers available through the AssetMark platform, and it documents client objectives and constraints in a written Investment Policy Statement. The firm describes a multi-method investment process (fundamental, technical, quantitative, and macro/thematic analysis), ongoing monitoring with at least quarterly reviews, and delegated authority to select and replace platform managers when appropriate.
The firm’s disclosure highlights several features that are less common for firms in this category: a broad client roster that explicitly includes individuals and high‑net‑worth clients as well as pension and profit‑sharing plans, trusts and charitable organizations, corporations, insurance companies, banking or thrift institutions, state or municipal governments, sovereign wealth funds, and other investment advisers. CLWM also discloses affiliations with a separate tax advisory practice and ancillary appraisal/real‑estate activities, and it outlines potential conflicts and mitigation measures related to platform benefits, sub‑adviser relationships, and fee‑only annuity offerings.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Annuities
Occupation focus
Founder/Business Owner
Fee options
Fixed project fees ranging from $1,500 to $10,000 for financial planning projects
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: .75% $3,000,001 - $5,000,000: .50% $5,000,001+: .25%
$250 to $500 per hour for limited-scope financial planning engagements
Account minimum: $100,000 (may be waived at discretion) Fee-only: Standalone financial planning fixed fees from $1,500 to $10,000; hourly consulting rates from $250 to $500 per hour
Main office location
Capitol Landing Wealth
1769 Jamestown Rd Ste 302
Williamsburg VA 23185, United States
Number of offices
1
Most active in
Capitol Landing Wealth has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")