WOLF GROUP CAPITAL ADVISORS

12701 Fair Lakes Circle
Suite 220
Fairfax, Virginia 22033
Tel: (703) 652-6255

About WOLF GROUP CAPITAL ADVISORS

WOLF GROUP CAPITAL ADVISORS, formally registered with the SEC as WOLF GROUP CAPITAL ADVISORS. The firm was established in 10/01/2002. They have over 14 offices throughout the country.

WOLF GROUP CAPITAL ADVISORS is a Fairfax, Virginia based Financial Planning firm with nearly $526,794,579 assets under management, offering retirement planning & investment advisory services to 875 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111647
SEC#	801-61501
Assets Managed by Firm	$526,794,579
No. of Clients	875
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	875	$526,794,579
Individuals (other than high net worth individuals)	241	$137,012,078
High net worth individuals	128	$389,761,482
Charitable organizations	Fewer than 5 clients	$21,019

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