CAPITAL FIDUCIARY ADVISORS
Firm details
- Headquarters
- ASHBURN, Virginia
- CRD number
- 312704
- Website
- capitalfiduciaryadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.77%
- Individuals6.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Capital Fiduciary Advisors operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, providing a range of services including financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm does not focus on ESG investments and is not classified as a multi-state adviser. Its fee structure includes a percentage of assets under management, hourly charges, and fixed fees, reflecting a flexible approach to client billing.
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
- Exchange Traded Equities60%
- Investment Grade Corp Bonds30%
- Other10%
Owners & executives
1 of 1CHRISTOPHER WILLIAMS
President and CEOCRD 5236046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ASHBURN, VA
LOUDOUN
Location
ASHBURN, VA
Headquartered in ASHBURN, VA, 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
- LOUDOUN
- Address
- 20130 Lakeview Center Plz
- Time zone
- ET (UTC-5)
- Office locations
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