Overview
Assets Under Management: $203 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 56
Average Client Assets: $4 million
Frequently Asked Questions
CAPITOL FINANCIAL CONSULTANTS, 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 #109800), CAPITOL FINANCIAL CONSULTANTS, INC. is subject to fiduciary duty under federal law.
CAPITOL FINANCIAL CONSULTANTS, INC. is headquartered in MCLEAN, VA.
CAPITOL FINANCIAL CONSULTANTS, INC. serves 56 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, CAPITOL FINANCIAL CONSULTANTS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CAPITOL FINANCIAL CONSULTANTS, INC. manages $203 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, CAPITOL FINANCIAL CONSULTANTS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.66
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 361
Discretionary Accounts: 358
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 109800
Last Filing Date: 2024-03-25 00:00:00
Website: https://capfin.net