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CAPITAL FINANCIAL PLANNERS LLC

CRD 341222 · SEC 801-136500

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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