Overview
Assets Under Management: $205 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
CAPITAL FINANCIAL GROUP, INC. 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 #111709), CAPITAL FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
CAPITAL FINANCIAL GROUP, INC. is headquartered in GREENWOOD VILLAGE, CO.
CAPITAL FINANCIAL GROUP, INC. serves 57 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CAPITAL FINANCIAL GROUP, INC. manages $205 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, CAPITAL FINANCIAL GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 655
Discretionary Accounts: 603
Non-Discretionary Accounts: 52
Regulatory Filings
CRD Number: 111709
Last Filing Date: 2025-02-13 00:00:00
Website: https://cfgfinancialplanning.com