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Sean William Fitzgerald

Wolf Group Capital Advisors

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About Sean William Fitzgerald

Sean William Fitzgerald is an investment advisor representative registered in Virginia and Texas. Sean is associated with Wolf Group Capital Advisors, a firm with offices in Fairfax and Haymarket, Virginia. Sean has experience in the financial services industry since 2014, previously working for JP Morgan. Sean specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Sean Fitzgerald 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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Sean Fitzgerald’s Registration & Firm History

VA

11/03/2017 - Present

Wolf Group Capital Advisors (FAIRFAX VA)

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Licenses & Designations

IA

Issued 09/18/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean William Fitzgerald.
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