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Amy Elizabeth Spalding

District Capital Management, LLC

Arlington, VA

Chapel Hill, NC

CRD 7894466

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Employer firm

District Capital Management, LLC CRD 167317

$29.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
District Capital Management, Llc

Arlington, VA • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-10-03
VA RA APPROVED 2024-09-12
MD RA APPROVED 2024-09-05
NC RA APPROVED 2024-07-16
  • DC RA
    APPROVED
    Since 2024-10-03
  • VA RA
    APPROVED
    Since 2024-09-12
  • MD RA
    APPROVED
    Since 2024-09-05
  • NC RA
    APPROVED
    Since 2024-07-16

Branch Locations

Arlington, VA • United States

Chapel Hill, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Busykid.COm Scottsdale AZ 04/2019 09/2019
Yoga Lounge & Barre Hudson OH 02/2019 02/2021
Walden Wealth Partners, Llc Beachwood OH 06/2020 03/2024
District Capital Management, Llc Chapel Hill NC 04/2024 Present
Homemaker Hudson OH 05/2013 02/2019
  • 04/2019 → 09/2019
    Busykid.COm
    Scottsdale, AZ
  • 02/2019 → 02/2021
    Yoga Lounge & Barre
    Hudson, OH
  • 06/2020 → 03/2024
    Walden Wealth Partners, Llc
    Beachwood, OH
  • 04/2024 → Present
    District Capital Management, Llc
    Chapel Hill, NC
  • 05/2013 → 02/2019
    Homemaker
    Hudson, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

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