Overview
Assets Under Management: $163 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 136
Average Client Assets: $0.9 million
Frequently Asked Questions
CAPITAL FIDUCIARY ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153075), CAPITAL FIDUCIARY ADVISORS, LLC is subject to fiduciary duty under federal law.
CAPITAL FIDUCIARY ADVISORS, LLC is headquartered in RESTON, VA.
CAPITAL FIDUCIARY ADVISORS, LLC serves 136 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, CAPITAL FIDUCIARY ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
CAPITAL FIDUCIARY ADVISORS, LLC manages $163 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, CAPITAL FIDUCIARY ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.96%
Average Client Assets: $0.9 million
Total Client Accounts: 307
Discretionary Accounts: 171
Non-Discretionary Accounts: 136
Regulatory Filings
CRD Number: 153075
Filing ID: 1175927
Last Filing Date: 2018-03-23 15:07:00