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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAPITOL PRIVATE WEALTH GROUP LLC

CRD 283257

VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cc66fecb-e3a2-cdd1-578d-2cfa5eebdada

Data as of Apr 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Jul 17, 2017 to Apr 20, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $562MItem 5.F on the latest filing (2026-04-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $562M
Private client RAUM: $562MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $80.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,157
Individual clients: 397
High net worth clients: 173
Custody, client assets: $184M
SEC number: 801-111009
CRD: 283257
Filings on the tape: 15
First filed: Jul 17, 2017
Latest filed: Apr 20, 2026
Organised: Limited Liability Company, VA
Website: capitolpwg.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GIANCARLO DALIMONTE	n/a	VIENNA, VA	10	26	1	no
LISA MARIE BARBIERI	n/a	VIENNA, VA	10	26	1	no
ANDERS O LUNDEGARD	Certified Financial Planner\|Chartered Financial Consultant	VIENNA, VA	10	22	1	no
ALISON LEIGH CAIN	n/a	VIENNA, VA	9	24	1	no
Nicholas Alexander Ferrari-Smith	Certified Financial Planner	VIENNA, VA	2	19	1	no
SHAWN YOUSEF HADIAN	Certified Financial Planner	VIENNA, VA	1	10	n/a	no
MATTHEW JOSEPH OCONNOR	n/a	Philadelphia, PA \| VIENNA, VA	0	19	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DALIMONTE, GIANCARLO	CHIEF COMPLIANCE OFFICER	E	yes	12/2023	Jul 17, 2017	Feb 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 20, 2026	$562M	$562M	8	7	1	n/a	n/a
2024	Feb 11, 2025	$451M	$451M	6	5	0	n/a	n/a
2023	Feb 16, 2024	$358M	$357M	6	4	0	n/a	n/a
2022	Feb 16, 2023	$256M	$256M	7	4	0	n/a	n/a
2021	Feb 18, 2022	$259M	$259M	6	3	0	n/a	n/a
2020	Jan 25, 2021	$213M	$213M	5	5	0	n/a	n/a
2019	Feb 7, 2020	$187M	$187M	5	2	0	n/a	n/a
2018	Feb 13, 2019	$144M	$144M	6	3	0	n/a	n/a
2017	Mar 30, 2018	$125M	$125M	5	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$562M	$451M	24.7%	$256M	30.0%	8	6	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	2	Jul 12, 2016	Jul 14, 2016	VIENNA, VA	Team lift out	Other	0.0%

Relationships

Registered with (7)

← MATTHEW JOSEPH OCONNORAdvisorregistration: current employment
Feb 10, 2026 to presentfactForm ADV
← SHAWN YOUSEF HADIANAdvisorregistration: current employment
Mar 6, 2025 to presentfactForm ADV
← Nicholas Alexander Ferrari-SmithAdvisorregistration: current employment
Feb 1, 2024 to presentfactForm ADV
← ALISON LEIGH CAINAdvisorregistration: current employment
Mar 13, 2017 to presentfactForm ADV
← ANDERS O LUNDEGARDAdvisorregistration: current employment
Sep 14, 2016 to presentfactForm ADV
← LISA MARIE BARBIERIAdvisorregistration: current employment
Jul 14, 2016 to presentfactForm ADV
← GIANCARLO DALIMONTEAdvisorregistration: current employment
Jul 12, 2016 to presentfactForm ADV

Controls (1)

← DALIMONTE, GIANCARLOOwnerCHIEF COMPLIANCE OFFICER, ownership code E, individual
Jul 17, 2017 to Feb 16, 2024factForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser2 advisors, team lift out
Jul 12, 2016 to Jul 14, 2016factForm ADV

Dated events

Occurred
Feb 16, 2024
Regulatory AUM changed
Capitol Private Wealth Group Llc reported RAUM $357.8M, up 40% from $256.0M (2023-02-16 to 2024-02-16)
Form ADVobserved 4 days ago
$102M
Occurred
Feb 16, 2024
Control person left
Lee Bobby Glass (Chief Compliance Officer) no longer on Schedule A of Capitol Private Wealth Group Llc (listed 2023-02-16, absent 2024-02-16)
Form ADVobserved 4 days ago
Occurred
Jul 17, 2017
First Form ADV filing
Capitol Private Wealth Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc66fecb-e3a2-cdd1-578d-2cfa5eebdada
First observed: Jul 17, 2017
Last observed: Apr 20, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPITOL PRIVATE WEALTH GROUP LLC

CRD 283257

VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cc66fecb-e3a2-cdd1-578d-2cfa5eebdada

Data as of Apr 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:09 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GIANCARLO DALIMONTE

n/a

VIENNA, VA

LISA MARIE BARBIERI

n/a

VIENNA, VA

ANDERS O LUNDEGARD

Certified Financial Planner|Chartered Financial Consultant

VIENNA, VA

ALISON LEIGH CAIN

n/a

VIENNA, VA

Nicholas Alexander Ferrari-Smith

Certified Financial Planner

VIENNA, VA

SHAWN YOUSEF HADIAN

Certified Financial Planner

VIENNA, VA

n/a

MATTHEW JOSEPH OCONNOR

n/a

Philadelphia, PA | VIENNA, VA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DALIMONTE, GIANCARLO

CHIEF COMPLIANCE OFFICER

yes

12/2023

Jul 17, 2017

Feb 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 20, 2026

$562M

n/a

2024

Feb 11, 2025

$451M

n/a

2023

Feb 16, 2024

$358M

$357M

n/a

2022

Feb 16, 2023

$256M

n/a

2021

Feb 18, 2022

$259M

n/a

2020

Jan 25, 2021

$213M

n/a

2019

Feb 7, 2020

$187M

n/a

2018

Feb 13, 2019

$144M

n/a

2017

Mar 30, 2018

$125M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$562M

$451M

24.7%

$256M

30.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Jul 12, 2016

Jul 14, 2016

VIENNA, VA

Team lift out

Other

0.0%