CAPITAL FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$237,367,874
Discretionary
$219,479,289
Non-discretionary
$17,888,585
Firm details
- CRD number
- 111709
- SEC file number
- 801-117272
- Main office
- LITTLETON, CO, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.