Firm
District Capital Management
Washington, District of Columbia
Fee-only
District Capital Management at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 40 individual clients, 13 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 118 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | districtcapitalmanagement.com |
| [email protected] | |
| Phone | (571) 210-2121 |
District Capital Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $1,200 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$6,000 – $9,600 ($500 to $800/month)*" source
"$1,200 Initial Planning Fee One-time, charged when you become a client" source
"No account minimum for financial planning" source
"We're flat-fee, fee-only financial advisors" source
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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $30 million |
| Individual clients | 27 |
| High-net-worth clients | 13 |
| Accounts managed | 118 |
| Employees | 5 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 167317 |