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 DRIVE
SUITE 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
(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%

No. Employees, Historic

10502020202120222023202420253 on 3/16/20203 on 6/30/20203 on 3/24/20213 on 11/3/20213 on 3/25/20223 on 3/29/20233 on 3/25/2024

RAUM, Historic

300M150M0202020212022202320242025142945171 on 3/16/2020142945171 on 6/30/2020188476084 on 3/24/2021188476084 on 11/3/2021211419203 on 3/25/2022170002502 on 3/29/2023202904573 on 3/25/2024

No. Clients, Historic

200100020202021202220232024202589 on 3/16/202089 on 6/30/2020100 on 3/24/2021100 on 11/3/2021109 on 3/25/2022116 on 3/29/2023114 on 3/25/2024