Capitol Financial Consultants Review


Trust Score 80%
Trust Score info_outline

Last updated: May 21st, 2019. Data source: SEC filings.

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.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


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


Questions & Answers



Get answers about Capitol Financial Consultants


Ask a question question_answer


Share Firm Profile