CAPITAL FINANCIAL, LLC
Total AUM
$159.4M
Employees
2Clients
82Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2943 OLNEY SANDY SPRING ROAD
SUITE A
OLNEY
MD 20832
United States
SUITE A
OLNEY
MD 20832
United States
Operating Hours
9:00AM 4:30PM
Monday - Friday
Monday - Friday
Phone
301-260-8575
Financials
Total AUM
$159.4M
Accounts
82Discretionary
$139.5M
Accounts
76Non-Discretionary
$19.9M
Accounts
6
Clients
Individual Clients
23AUM
$12.2M
HNW Individual Clients
32AUM
$23.7M
Pension/Profit Sharing Plan Clients
2AUM
$5.8M
Other Clients
25AUM
$117.7M
Description of Other Clients
MEMBERSHIP ASS'NS
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
DCMDVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.