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Wellspent public graph/Firms/Cabildo Capital
Firm

Cabildo Capital

Washington, District of Columbia

Fee-only

Cabildo Capital at a glance

  • One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 1 employee and 80 individual clients, 59 of them high net worth.
  • Its average account is about $825,000 (assets it manages divided by its 80 accounts).

Specialties Tax planning · Retirement planning · Family wealth transfer · Small business owners · Equity compensation

Works with Multi-generational families · Executives · Founders

Fee-only advisors in District of Columbia

Facts

Based inWashington, District of Columbia
Websitecabildo.net
Phone(202) 841-1972

Cabildo Capital fees

Cabildo Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets
Assets managed$66 million
Individual clients21
High-net-worth clients59
Accounts managed80
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedMarch 10, 2026
SEC recordCRD 297330

Advisors at this firm (1)