CAPITOL FINANCIAL CONSULTANTS, INC.
Adviser information for CAPITOL FINANCIAL CONSULTANTS, INC. last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 358 | $202.8M |
Non-Discretionary | 3 | $123,429 |
Total | 361 | $202.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 58 | $9.1M |
HNW Individuals | 56 | $193.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUMHourly chargesFixed feesCommissions |
Other Business Activities | Insurance broker or agent |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 193.3M |
Portfolio Manager to Program | Sponsor |
---|---|
CAPITOL FINANCIAL CONSULTANTS WRAP FEE PROGRAM | CAPITOL FINANCIAL CONSULTANTS, INC. |
Identifiers
SEC RIA File Number | 801-31757 |
---|---|
SEC ERA File Number | 801-31757 |
SEC CIK Numbers | None |
SEC CRD Numbers | 109800 |
Legal Entity Identifier | None |
Principal Office
8180 GREENSBORO DRIVESUITE 1150
MCLEAN
VA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 703-821-2000, Fax: 703-821-2007
Websites
Chief Compliance Officer
JOEL E. STILLMAN
PRESIDENT
8180 GREENSBORO DRIVE
SUITE 1150
MCLEAN
VA
United States
Tel:
703-821-2000 (EXT 204)
Fax:
703-821-2007
J********@*********T
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
STILLMAN, JOEL, ELLIOTT | Individual | – | DIRECTOR/PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | 12/1987 | > 75% |