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CAPITAL FIDUCIARY ADVISORS
CAPITAL FIDUCIARY ADVISORS, L.L.C.
CRD 312704
20130 LAKEVIEW CENTER PLAZA, SUITE 400, ASHBURN, VA, 20147, United States
Phone
703-568-2071
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$72.0M
Discretionary AUM
$72.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-08-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $4.5M |
| High net worth individuals | 30 | $67.5M |
All web addresses on file
Official SEC filing: View on IAPD