Alvin A. Carlos
DISTRICT CAPITAL MANAGEMENT
Arlington, VA
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CRD#: 6171439
Professional summary
Alvin Albania Carlos, CFP® is a registered financial advisor currently at DISTRICT CAPITAL MANAGEMENT, LLC located in Arlington, Virginia.
Alvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Alvin has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Charitable Giving
Entrepreneurs
Federal Employees
Investment Advice with Ongoing Management
Middle Income Client Needs
Retirement Plan Investment Advice
Biography
Alvin is passionate about helping professionals in their 30s and 40s make smarter financial decisions. He is a Financial Planner and Managing Partner of District Capital Management, a new kind of financial planning and investment management firm for the everyday people. He is the recipient of the 2021 Financial Planning Association Diversity Scholarship.
Alvin holds the Chartered Financial Analyst® designation – the most respected and recognized investment designation in the world. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner, and has a Masters degree in International Relations from SAIS-Johns Hopkins.
In his spare time, Alvin enjoys swing dancing and Ultimate Frisbee. He currently volunteers as Treasurer for the Lutheran Social Services, a non-profit that helps refugees and immigrants in the U.S.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Budgeting
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Alvin Albania Carlos's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
September 23, 2013 - Present
DISTRICT CAPITAL MANAGEMENT, LLC
RIA
CRD#: 167317
Arlington, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/9/2014)
IAR
District of Columbia(4/14/2014)
IAR
Maryland(6/10/2014)
IAR
Virginia(9/23/2013)
Current Firm
DISTRICT CAPITAL MANAGEMENT, LLC
DISTRICT CAPITAL MANAGEMENT, LLC
CRD#: 167317 / SEC#:
California
Registered Investment Advisory firm - (6/9/2014 Approved)Colorado
Registered Investment Advisory firm - (6/14/2021 Approved)District of Columbia
Registered Investment Advisory firm - (4/8/2014 Approved)Illinois
Registered Investment Advisory firm - (12/7/2021 Terminated)Maryland
Registered Investment Advisory firm - (6/10/2014 Approved)New York
Registered Investment Advisory firm - (8/5/2024 Terminated)North Carolina
Registered Investment Advisory firm - (3/8/2024 Approved)Texas
Registered Investment Advisory firm - (2/2/2023 Conditional Restricted)Virginia
Registered Investment Advisory firm - (9/23/2013 Approved)PREMIUM
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Contact information
Main Address
Arlington, VA
Mailing Address
4301 50th Street Suite 300 #2030, Washington, DC 20016
Phone number
(571) 210-2121
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 118 |
| AUM (Assets Under Management) | $ 29,599,810 |
Red Flags
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