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Derek Tyghe Carstens

Wolf Group Capital Advisors

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About Derek Tyghe Carstens

Derek Tyghe Carstens is an investment advisor representative with Wolf Group Capital Advisors. Derek is licensed in Virginia and Texas. Derek has been working in the financial services industry since 2014 and previously worked at Citigroup Global Markets Inc. and Bancwest Investment Services, Inc. Derek holds the Series 66, Series 7TO, and SIE exams. Derek specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Derek has experience working with individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Derek Carstens is currently registered with Wolf Group Capital Advisors. Wolf Group Capital Advisors is a registered investment advisor headquartered in Fairfax, VA. The firm provides financial planning, selection of other advisors, portfolio management for businesses and individuals, and manages approximately $526,794,579 in assets for 875 accounts. Wolf Group Capital Advisors has 11 investment advisor representatives and serves individuals, high-net-worth individuals, and charitable organizations.
Wolf Group Capital Advisors

12701 FAIR LAKES CIRCLE

FAIRFAX, VA 22033

$526.79M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derek Carstens’s Registration & Firm History

VA

06/25/2024 - Present

Wolf Group Capital Advisors (FAIRFAX VA)

DC

05/17/2022 - 04/05/2024

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

CO

01/24/2020 - 05/09/2022

BANCWEST INVESTMENT SERVICES, INC. (LONGMONT CO)

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Licenses & Designations

BOTH

Issued 02/27/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Tyghe Carstens.
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