Wolf Group Capital Advisors

Is this your firm? Access your Trusted badge

business

Last updated: February 23rd, 2020. Data source: SEC filings.


Wolf Group Capital Advisors, federally registered in 2002, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 6 advisors. Wolf Group Capital Advisors manages $286.3 million and provides investment advisory services for 262 clients (1:44 advisor/client ratio). This firm does not have a disciplinary history.

Trusted

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF





Firm Information


Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 10
Percentage of Advisors Trusted 71%
Minimum Investment $500,000
Average Client Balance $1,092,756
Total AUM $286.3 million
Advisor / Client Ratio 1:44
Headquarters Fairfax, VA
SEC Filings View SEC IAPD CRD #111647
State(s) Registered CA, DC, FL, LA, MD, NH, NC, TX, VA

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



×