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WOLF GROUP CAPITAL ADVISORS

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

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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 StatusApproved
Firm CRD#111647
SEC#801-61501
Assets Managed by Firm$526,794,579
No. of Clients875
No. of Advisors13

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 ClientsAUM
Firm Total875$526,794,579
Individuals (other than high net worth individuals)241$137,012,078
High net worth individuals128$389,761,482
Charitable organizationsFewer than 5 clients$21,019

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