Capital Financial Planners Llc
Firm details
- Headquarters
- Chevy Chase, Maryland
- CRD number
- 341222
- Registered since
- June 15, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capital Financial Planners LLC is an individual-owned limited liability company that registered with the SEC in 2026. The firm is newly formed and positions itself to deliver financial planning and discretionary portfolio management for individual clients and small businesses. Its stated fee arrangements include a percentage of assets under management, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor, does not act as a capital allocator, and does not list pension consulting or related-adviser activities in its profile. The vendor classification in the data is unclassified.
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
Location
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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