Amy Spalding
District Capital Management · Arlington, Virginia
Amy Spalding is a fee-only financial advisor at District Capital Management in Arlington, Virginia, who holds the CFP credential. District Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | District Capital Management |
|---|---|
| Based in | Arlington, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.6M across 118 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, DC, MD, NC, TX, VA · CRD 7894466 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.districtcapitalmanagement.com |
How Amy's firm compares
- District Capital Management's average account is about $251,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Amy
Is Amy Spalding a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and District Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, District Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amy Spalding based?
Amy Spalding is based in Arlington, Virginia.
What credentials does Amy Spalding hold?
Amy Spalding holds the CFP credential.
Is Amy Spalding registered with the SEC?
Yes. Amy Spalding is registered as an investment adviser representative in CA, DC, MD, NC, TX and VA (CRD 7894466), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does District Capital Management manage?
District Capital Management reports $29.6M across 118 accounts in assets under management.
How do I contact Amy Spalding?
Through Amy's website, www.districtcapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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