Helps middle class professionals in their 30s & 40s in DC, VA, MD take control of their finances.

HOLISTIC FINANCIAL PLANNING

Lower taxes.

Invest 401k, IRA & brokerage accounts.

Save for your child's college education.

Pay off student loans & other debt.

Retire early.

Save for life goals (own home, travel, wedding).

 
We can help you:

WHAT WE BELIEVE IN

Money can be a tool to help you live your best life. 

 

Everyone should have access to

high quality financial advice. Not just the ultra rich. 

We meet you where you are.

 

OUR TEAM

ALVIN CARLOS, CFP®, CFA
Alvin has helped ~200 middle-class folks take control of their finances since 2011. He is an Adjunct Assistant Professor at UMUC & has an MA in International Relations from Johns Hopkins. He is the recipient of the 2018 Financial Planning Association Diversity Scholarship. Alvin enjoys playing Ultimate Frisbee.
ANDREW KIM, CFA
Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a recent proud father.
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SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
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OUR TEAM

ALVIN CARLOS, CFP®, CFA
Alvin has helped ~200 middle-class folks take control of their finances since 2011. He is an Adjunct Assistant Professor at UMUC & has an MA in International Relations from Johns Hopkins. He is the recipient of the 2018 Financial Planning Association Diversity Scholarship. Alvin enjoys playing Ultimate Frisbee.
  • Black LinkedIn Icon
ANDREW KIM, CFA
Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a recent proud father.
  • Black LinkedIn Icon
SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
  • Black LinkedIn Icon

OUR TEAM

ALVIN CARLOS, CFP®, CFA
Alvin has helped ~200 middle-class folks take control of their finances since 2011. He is an Adjunct Assistant Professor at UMUC & has an MA in International Relations from Johns Hopkins. He is the recipient of the 2018 Financial Planning Association Diversity Scholarship. Alvin enjoys playing Ultimate Frisbee.
  • Black LinkedIn Icon
ANDREW KIM, CFA
Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a recent proud father.
  • Black LinkedIn Icon
SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
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BECKY SCHERBRING
Becky is an Army spouse who loves helping out our team as bookkeeper. She graduated from the University of Northern Iowa with a Finance degree and now stays busy with three children, sports, camping and travel.
CHARLSEY MAHLE
Charlsey is an Army veteran and Army spouse working as our team's Virtual Assistant.  She enjoys helping our business gain efficiencies through effective systems and record keeping.  Charlsey is a graduate of the United States Military Academy and is married with two children. 
OUR ADDRESS

4301 50th Street NW Suite 300 #2030 Washington, DC 20016

Email: Info@DistrictCapitalManagement.com
Tel:  571-210-2121

 

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OUR TEAM

ALVIN CARLOS, CFP®, CFA
Alvin has helped ~200 middle-class folks take control of their finances since 2011. He is an Adjunct Assistant Professor at UMUC & has an MA in International Relations from Johns Hopkins. He is the recipient of the 2018 Financial Planning Association Diversity Scholarship. Alvin enjoys playing Ultimate Frisbee.
  • Black LinkedIn Icon
ANDREW KIM, CFA
Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a recent proud father.
  • Black LinkedIn Icon
SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
  • Black LinkedIn Icon
BECKY SCHERBRING
Becky is an Army spouse who loves helping out our team as bookkeeper. She graduated from the University of Northern Iowa with a Finance degree and now stays busy with three children, sports, camping and travel.
CHARLSEY MAHLE
Charlsey is an Army veteran and Army spouse working as our team's Virtual Assistant.  She enjoys helping our business gain efficiencies through effective systems and record keeping.  Charlsey is a graduate of the United States Military Academy and is married with two children. 

OUR TEAM

ALVIN CARLOS, CFP®, CFA
Alvin has helped ~200 middle-class folks take control of their finances since 2011. He is an Adjunct Assistant Professor at UMUC & has an MA in International Relations from Johns Hopkins. He is the recipient of the 2018 Financial Planning Association Diversity Scholarship. Alvin enjoys playing Ultimate Frisbee.
ANDREW KIM, CFA
Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a recent proud father.
  • Black LinkedIn Icon
SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
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  • Black LinkedIn Icon
KATERI ZHU, MBA
Kateri believes there are 3 things a person can do with money to improve their financial health: earn it, save it, and grow it. She’s most passionate about the 3rd - and making all three work to facilitate the life of her client's design. She holds an MBA from The Wharton School at UPenn and is a Woodrow Speir Fellow for outstanding character, integrity, and leadership. She graduated from Duke University Phi Beta Kappa, Cum Laude, and Dean’s List with Distinction.
  • Kateri Zhu Linked-In
CHARLSEY MAHLE
Charlsey is an Army veteran and Army spouse working as our team's Virtual Assistant.  She enjoys helping our business gain efficiencies through effective systems and record keeping.  Charlsey is a graduate of the United States Military Academy and is married with two children. 
BECKY SCHERBRING
Becky is an Army spouse who loves helping out our team as bookkeeper. She graduated from the University of Northern Iowa with a Finance degree and now stays busy with three children, sports, camping and travel.

CONTACT

District Capital Management

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