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CAPITAL FINANCIAL PLANNERS, LLC
CRD 159021
405 LAFAYETTE STREET, YOUNGSVILLE, LA, 70592, United States
Phone
337-364-2151
Fax
888-636-8864
Registration
— (—)
Source
State registered
Total AUM
$29.0M
Discretionary AUM
$29.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $16.0M |
| High net worth individuals | 5 | $13.0M |
Official SEC filing: View on IAPD