Capitol Financial Consultants Review

Trust Score 80%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Capitol Financial Consultants, federally registered in 1988, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Capitol Financial Consultants manages $106.9 million and provides investment advisory services for 83 clients (1:28 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,287,465
Hybrid Advisor No
Disciplinary History No
Total AUM $106.9 million
Advisor / Client Ratio 1:28
Headquarters Mclean, VA
SEC Filings Forms and Brochures    (CRD # 109800)
State(s) Registered MD, VA

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