CAPITAL FINANCIAL GROUP, INC.
Firm details
- Headquarters
- LITTLETON, Colorado
- CRD number
- 111709
- Registered since
- August 28, 2019
- Website
- www.cfgfinancialplanning.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.96%
- Individuals31.74%
- Pension & Profit Sharing Plans6.06%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Capital Financial Group, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2019. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities31%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1ALEXANDER LEONIDA
Chief Executive OfficerCRD 5429993
Contacts
3 of 3Brooks Adams
Investment AnalystCRD 8186491
AMEL GUIGLI
Investment Advisor RepresentativeCRD 715323
Leah Kautz
Operations ManagerCRD 6599978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$164M in ETFs
54%
$87.7M
26%
$75.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $17M | 222,520 | 10.41% |
Location
LITTLETON, CO
JEFFERSON
Location
LITTLETON, CO
Headquartered in LITTLETON, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- JEFFERSON
- Address
- 13986 W Bowles Ave
- Time zone
- MT (UTC-7)
- Office locations
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