Alvin Carlos, CFP®, CFA District Capital
- Virtual, Washington, DC 20016
- (571) 210-2121
- https://districtcapitalmanagement.com/
About Alvin Carlos, CFP®, CFA
I’m the founder of District Capital Management, an independent, fee-only financial planning firm. We help professionals and entrepreneurs in their 30s and 40s elevate their finances and maximize their money. We are a virtual firm and we primarily work with clients based in Washington DC, Virginia, and Maryland.
We provide affordable, best-in-class financial advice. Money is a tool to help you live your best life. Everyone should have access to high-quality financial advice. We 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. We have 2 CFA charterholders in our team, and have a background in managing multi-billion dollar institutional funds. Our clients receive top-notch investment advice.
2) Modern Plan. We deliver our comprehensive 30+ detailed recommendations via a modern platform that is easy to use and available all the time.
3) 30s & 40s Niche. We’ve worked with over 300 professionals in their 30s & 40s in the tech, consulting, government, non-profit and small business owner world. We’ve encountered almost every personal finance issue that they have faced.
We enjoy working with clients who:
Have concrete financial goals,
Highly motivated and engaged, and
Generous with their time, talent or treasure.
If you’re trying to make this world a better place, we want to partner with you by elevating your finances.
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 was named one of Washington, DC’s Best Financial Advisers for 2022. I am also the recipient of the 2021 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, and playing Pickleball.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Established Professionals
- Gen Y/Millennials
- Married Couples
- Women Professionals
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $250+/mo
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
