CAPITAL FINANCIAL PLANNERS, LLC
Doing business as CAPITAL FINANCIAL PLANNERS. SEC Form ADV profile.
Total regulatory AUM
$284,756,786
Discretionary
$284,756,786
Non-discretionary
$0
Firm details
- CRD number
- 310168
- SEC file number
- 801-119386
- Main office
- SALEM, OR, United States
- Employees
- 5
- SEC status
- Approved
- Website
- http://capfina.com/
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.