Adviser Profile
| As of Date | 06/06/2025 |
| Registration status | Registration Changed to CAPITAL FINANCIAL, LLC |
| ADV Location | OLNEY, MD, United States |
| Contact Info | 301 xxxxxxx |
| Websites |
| AUM* | 140,828,832 36% |
| of that, discretionary | 118,918,069 37% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,656,810 -38% |
| % High Net Worth | 11.76% -24% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds