Malcolm Ethridge
We offer financial planning and investment management services to senior managers and executives in tech.
Capital Area Planning Group · Washington, District of Columbia
Malcolm Ethridge is a fee-only financial advisor at Capital Area Planning Group in Washington, District of Columbia, who holds the CFP credential. Malcolm charges a subscription, a flat fee or retainer and a percentage of assets (typically works with clients with $1,000,000 or more) and focuses on retirement planning, equity compensation and real estate investors.
Request an introduction to Malcolm →
Specialties
Who they serve
- High earners
- Ultra high net worth
- Executives
- Pre-retirees
- Real estate investors
- Retirees
- Tech employees
About
Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.
With a deep understanding of the unique personal and financial challenges facing high-net-worth individuals and families, we provide customized financial planning strategies that are designed to help ensure our clients grow and preserve their wealth over time.
Our expertise includes retirement income planning, investment portfolio development, strategic tax planning, estate and legacy planning, insurance planning, equity compensation and other executive benefits. We leverage that expertise to help first generation wealth creators make sense of some of the most complex financial situations that working professionals tend to face.
In short, we act as a thinking partner for our clients who seek to understand the best ways to save, spend, and invest their resources on the way to reaching their financial independence goals.
Services
- 401(k) & IRA Management
- Estate Planning
- Executive Compensation
- Individual Tax Services
- Real Estate Advisory
- Investment Management
- Stock Option Planning
Facts
| Firm | Capital Area Planning Group |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model | Subscription · Flat fee or retainer · Percentage of assets |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $25M - $100M |
| Firm founded | 2024 |
| Firm size | 6 - 20 employees |
| Credentials | CFP |
| Investment approach | Active management |
| SEC registration | Investment adviser representative in DC, MD, TX · CRD 5981743 |
| Exams passed | Series 66 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.capgllc.com |
| Profile |
Request an introduction to Malcolm
Tell Malcolm a little about what you're looking for. Malcolm isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Malcolm
Is Malcolm Ethridge a fee-only financial advisor?
Yes. Malcolm Ethridge is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Malcolm's firm.
How does Malcolm charge for financial advice?
Malcolm charges a subscription, a flat fee or retainer and a percentage of assets.
How much does Malcolm charge?
According to Capital Area Planning Group's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Does Malcolm work with clients virtually?
Yes. Capital Area Planning Group says on its website that it works with clients remotely.
Where is Malcolm Ethridge based?
Malcolm Ethridge is based in Washington, District of Columbia.
What does Malcolm specialize in?
Malcolm's specialties include retirement planning, equity compensation, real estate investors, tax planning and estate & legacy planning. Malcolm works with high earners, ultra high net worth, executives, pre-retirees and real estate investors.
What credentials does Malcolm Ethridge hold?
Malcolm Ethridge holds the CFP credential.
Is Malcolm Ethridge registered with the SEC?
Yes. Malcolm Ethridge is registered as an investment adviser representative in DC, MD and TX (CRD 5981743), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Capital Area Planning Group manage?
Capital Area Planning Group reports $25M - $100M in assets under management.
How do I contact Malcolm Ethridge?
Through Malcolm's website, www.capgllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Capital Area Planning Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
See something wrong? Request a correction. Read our methodology.