Capital Financial Partners LLC
Firm details
- Headquarters
- Chevy Chase, Maryland
- CRD number
- 341222
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
Firm profile
FINTRXOverview
Capital Financial Partners LLC is an individually owned advisory firm with a fee model that includes a percentage-of-AUM component alongside hourly and fixed-fee arrangements. Publicly available data classifies the firm as unclassified and does not list an SEC registration year. The firm is not identified as a capital allocator, does not label itself an active ESG investor, and is not flagged as a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
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
Contacts
1 of 1
Neil Cain
Financial AdvisorCRD 4927411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chevy Chase, MD
Montgomery
Location
Chevy Chase, MD
Headquartered in Chevy Chase, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 4445 Willard Ave
- Time zone
- ET (UTC-5)
- Office locations
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