Wolf Group Capital Advisors Review

Trust Score 96%
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Last updated: June 26th, 2019. 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 3 advisors. Wolf Group Capital Advisors manages $290.4 million and provides investment advisory services for 234 clients (1:78 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,240,860
Hybrid Advisor No
Disciplinary History No
Total AUM $290.4 million
Advisor / Client Ratio 1:78
Headquarters Fairfax, VA
SEC Filings Forms and Brochures    (CRD # 111647)
State(s) Registered CA, DC, FL, LA, MD, NH, NC, TX, VA

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