Kayla Welte
District Capital Management · Arlington, Virginia
Kayla Welte is a fee-only financial advisor at District Capital Management in Arlington, Virginia, who holds the CFP and ChFC credentials. 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 · ChFC |
| SEC registration | Investment adviser representative in CA, CO, DC, MD, NC, TX, VA · CRD 7339640 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.districtcapitalmanagement.com |
How Kayla'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 Kayla
Is Kayla Welte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kayla 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 Kayla charge for financial advice?
Kayla's firm, District Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kayla Welte based?
Kayla Welte is based in Arlington, Virginia.
What credentials does Kayla Welte hold?
Kayla Welte holds the CFP and ChFC credentials.
Is Kayla Welte registered with the SEC?
Yes. Kayla Welte is registered as an investment adviser representative in CA, CO, DC, MD, NC, TX and VA (CRD 7339640), 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 Kayla Welte?
Through Kayla'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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