CAPITAL FINANCIAL MANAGEMENT, INC.
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 123625
- Fee structure
- Hourly Charges, Commissions
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Capital Financial Management, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning services and educational seminars. The firm primarily serves individual and family clients, emphasizing a personalized approach to wealth management. While the firm is not classified as a capital allocator, it does engage in activities related to insurance brokerage, which complements its advisory services. The fee structure includes hourly charges and commissions, allowing flexibility in how clients are billed for services rendered.
Assets & Accounts
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
Contacts
1 of 1STANLEY WHITTLESEY
Registered RepresentativeCRD 1556793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 6525 E 82nd St
- Time zone
- ET (UTC-5)
- Office locations
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