Alvin Carlos, CFP®, CFA District Capital

About Alvin Carlos, CFP®, CFA

I’m the founder of District Capital Management, an independent, fee-only financial planning firm. We help 30s and 40s professionals and entrepreneurs elevate their finances and maximize their money. We are a virtual firm based in Washington, D.C and we work with people nationwide.

We believe money is a tool to help you live your best life. Everyone should have access to high-quality financial advice; not just retired folks or the ultra-rich. We can give top-notch advice on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house buying decisions, debt, college savings, and estate planning.

Three traits that make us unique:
1) Strong investment team
2) Majority of our clients are minorities
3) Strong credentials.

We have 2 CERTIFIED FINANCIAL PLANNER™ professionals, one Accredited Financial Counselor®, and two CFA charterholders in our team. We are fiduciary financial advisors meaning we have an obligation to act in your best interest.

We will meet you where you are and help align your money with your values. Want to invest in socially responsible funds, donate to charity, or pay for your child’s college education? We can help make that happen.

Want a comparison of the top 10 best financial planners in DC? We’ve done the research, so you don’t have to. Read our blog.

Schedule a complimentary discovery call to see if District Capital is a good fit for you.

More about me: I have an MA in International Relations from Johns Hopkins. I am the recipient of the 2018 Financial Planning Association Diversity Scholarship, for promoting diversity within our firm and for serving diverse clients. I currently volunteer as Treasurer for the Lutheran Social Services, a non-profit that helps refugees & immigrants in the U.S. In my spare time, I enjoy hiking, swing dancing (pre-pandemic), and playing Ultimate Frisbee.

Contact this advisor

Ideal Clients

  • Business Owners
  • Established Professionals
  • Gen Y/Millennials
  • Married Couples

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Assets Under Management: 1.00%

SEC Records

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