CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

Overview

Capital Financial Consultants Group, Inc. is an independent, SEC‑registered RIA serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm, organized as a corporation and owned by an individual, focuses on tailored advice for households and smaller business owners rather than institutional consulting or pension work. Its fee model combines AUM fees with hourly and fixed engagements, allowing for both ongoing investment management relationships and one‑off planning or project work. Investment activity centers on publicly traded pooled vehicles—mutual funds and other public funds form the core of client portfolios—while the firm supplements core allocations with third‑party alternative fund managers and selected income solutions. Capital Financial Consultants Group, Inc. does not position itself as an active ESG investor and is not designated as a multi‑state adviser.

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