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CAPITAL FINANCIAL PLANNERS
CAPITAL FINANCIAL PLANNERS, LLC
CRD 310168 · SEC 801-119386
1640 LIBERTY ST SE, SALEM, OR, 97302, United States
Phone
503-585-1067
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$284.8M
Discretionary AUM
$284.8M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersRETIREMENT PLAN CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $75.7M |
| High net worth individuals | 92 | $197.8M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD