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CAPITAL FINANCIAL PLANNERS LLC
CRD 341222 · SEC 801-136500
4445 WILLARD AVENUE, SUITE 600, CHEVY CHASE, MD, 20815, United States
Phone
(240)316-3956
Fax
—
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
States served
MD
All web addresses on file
Official SEC filing: View on IAPD