Capitol Wealth Management

Overview

Capitol Wealth Management is a state registered investment adviser based in Concord, NH, registered since 2017. It reports $42.3M in assets under management across 90 accounts, with 3 employees. It has 4 investment adviser representatives.

Reported AUM

$42.3M

Discretionary

100%

Accounts

90

Average account

$47K

Employees

3

Advisory reps

4

Registered since

2017

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Keith James Burbank Chief Compliance Officer
• Clayton Jontie Poole Jr Manager
• James Gerard Steproe Manager

Advisory reps 3 of 4

• Keith James Burbank Investment Adviser Rep CRD 4341100
• Clayton J Poole Jr. Insurance Agent · Investment Adviser Rep CRD 1070715
• Clayton Poole III Investment Adviser Rep CRD 8096032

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

3 N Spring St Ste 200
Concord, NH 03301

County

Merrimack

Metro area

Concord, NH

Region

Northeast

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: capitolwealthnh.com

Every state, with registration dates

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