CAPITAL FINANCIAL PLANNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$0
Discretionary
$0
Non-discretionary
$0
Firm details
- CRD number
- 341222
- SEC file number
- 801-136500
- Main office
- CHEVY CHASE, MD, United States
- Employees
- 5
- SEC status
- 120-Day Approval
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.