Richard Weart
King George Capital Mgmt · King George, Virginia
Richard Weart is a fee-only financial advisor at King George Capital Mgmt in King George, Virginia. King George Capital Mgmt reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | King George Capital Mgmt |
|---|---|
| Based in | King George, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $40M across 98 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6327209 |
| Exams passed | Series 63 (2014) · Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Richard's firm compares
- King George Capital Mgmt's average account is about $408,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Richard
Is Richard Weart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and King George Capital Mgmt reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, King George Capital Mgmt, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Richard Weart based?
Richard Weart is based in King George, Virginia.
Is Richard Weart registered with the SEC?
Yes. Richard Weart is registered as an investment adviser representative in VA (CRD 6327209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does King George Capital Mgmt manage?
King George Capital Mgmt reports $40M across 98 accounts in assets under management.
How do I contact Richard Weart?
Contact details aren't on file yet. Search for King George Capital Mgmt.
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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