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CAPITAL FINANCIAL, LLC
CRD 122844 · SEC 801-132924
2943 OLNEY SANDY SPRING ROAD, SUITE A, OLNEY, MD, 20832, United States
Phone
301-260-8575
Fax
301-260-7798
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.4M
Discretionary AUM
$139.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $12.2M |
| High net worth individuals | 32 | $23.7M |
| Pension/profit sharing plans | 2 | $5.8M |
States served
DC, MD, VA
All web addresses on file
Official SEC filing: View on IAPD