Helps middle class professionals in their 30s & 40s in DC, VA, MD reach their life goals through holistic financial planning.

SERVICES

We provide high-touch investment management.

We will help you be better stewards of your money.

We will help you prioritize competing goals, like pay off debt, save for retirement/condo.

No minimum investment requirement. 

Achieve financial freedom, so you can focus on your family, career, & highest aspirations.

What you get: A low-cost, diversified, tax-efficient portfolio. 

 
FINANCIAL PLANNING
INVESTMENT MANAGEMENT

OUR MISSION

District Capital Management gives independent, high-quality financial advice to middle class professionals. 

We are a fiduciary - we act in the best interest

of our client. We do not sell commission-based products.

 

We meet clients where they 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.
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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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DAWN MABERY CHESTNUT, CFEI
Dawn believes that financial planning is essential to economic success. She enjoys giving financial education seminars and personalized financial planning advice. Dawn is a Certified Financial Education Instructor and has a Certificate in Financial Planning from Georgetown University. Dawn lives in DC, enjoys gardening, and is a proud alumna of Spelman College.
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CONTACT

District Capital Management

OUR ADDRESS

2055 L St NW, 4th FL, Washington, DC 20036

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

 

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