Alvin Carlos


District Capital Management

Financial Planner & Managing Partner

Alvin Carlos


District Capital Management

Financial Planner & Managing Partner

We give unbiased financial advice to help maximize your money and achieve your life goals. - Alvin Carlos, CFP®, CFA®

Fee-Only financial planner located in Washington, DC, serving clients locally and across the country. We help middle/upper-middle-class individuals and families in their 30s and 40s make smarter investments, lower their taxes, and maximize their money.

Alvin Carlos is a Washington, DC fee-only financial planner. District Capital Management provides comprehensive and independent financial planning and investment management to help professionals and entrepreneurs in their 30s and 40s organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Alvin Carlos is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Alvin Carlos, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor in Washington, D.C. He has helped hundreds of middle/upper-middle-class folks take control of their finances since 2011. He works with clients across the country to help them achieve their financial goals through smart investing, reducing taxes, retirement planning, and maximizing their money.

He has an MA in International Relations from Johns Hopkins and is the recipient of the 2021 Financial Planning Association Diversity Scholarship. He is also a Chartered Financial Analyst® which has become the most respected and recognized investment designation in the world. He currently volunteers as Treasurer for the Lutheran Social Services, a non-profit that helps refugees & immigrants in the U.S. Alvin enjoys hiking, swing dancing, and playing Ultimate Frisbee.

Alvin will meet you where you are and take the time to really understand you and your financial situation. He will be there with you every step of the way to help you achieve your goals and secure your financial future.

Feel free to schedule a complimentary 30-minute discovery call to see if District Capital Management is a good fit for you and your family.

Alvin Carlos is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

District Capital Management provides:

  • Independent, high-quality financial advice to middle/upper-middle-class individuals and families in their 30s & 40s who are motivated to achieve their dreams.
  • Comprehensive financial planning to help you make smart investments, reduce taxes, retire securely, and maximize your money. 
  • High-touch investment management services comparable to what large institutions such as pensions, endowments, and foundations receive. 
  • No hefty fees, minimum asset requirements, or conflicts of interest.

    We have 2 CERTIFIED FINANCIAL PLANNER™ professionals, one Accredited Financial Counselor®, and two CFA charterholders in our team. We are fiduciary financial advisors meaning we have an obligation to act in your best interest. We will meet you where you are and help align your money with your values.

    Three traits that make us unique:
    1) Strong investment team
    2) Majority of our clients are minorities
    3) Strong credentials.

We enjoy working with clients who:

  • Have a dream,
  • 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.



Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • College Education Planning
  • Repaying Student Loans
  • Tax Planning
  • Socially Responsible Investing
  • Merging Finances & Accounts

Ideal Clients

  • Young Professionals in their 30s & 40s
  • Minorities
  • Women Professionals
  • Novice Investors
  • Young Parents
  • Engaged & Newly Married Couples
  • Federal Employees

Working Together

  • Complimentary Discovery Call
  • Virtual Meetings
  • Clearly Defined Fees
  • Fiduciary Oath
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Alvin Carlos is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Alvin Carlos is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Alvin Carlos is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Alvin Carlos is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CFA - Chartered Financial Analyst

    Alvin Carlos is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • CFA Institute

    Alvin Carlos is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

Contact Alvin Carlos

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 4301 50th St NW Suite 300
    Suite 300
    Washington, DC 20016

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser