Capital Financial Planners

RIASEC RegisteredEst. 2020

Total AUM

$285M

Discretionary

$285M

100% of AUM

Avg account

$495K

Accounts

575

Employees

Advisory reps

Firm details

Headquarters: Salem, Oregon
CRD number: 310168
Registered since: September 2, 2020
Website: www.capfina.com
Custodians: ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI69.45%
Individuals26.58%
Corporations / Businesses3.33%
Charitable Organizations0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Financial Planners is an independent registered investment adviser that acts as a capital allocator for individual and family clients. The firm combines fee-based financial planning with discretionary portfolio management across individuals, small businesses and institutional/business accounts. Investment activity shows a clear tilt toward publicly traded equities, with the firm selecting external managers where appropriate and incorporating third‑party strategies into client portfolios. The adviser charges fees as a percentage of assets under management and also offers hourly engagement options. Capital Financial Planners is not an active ESG investor.