Capital Financial Planners
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
FINTRXOverview
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.
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 Equities47%
- Public Funds/Mutual Funds38%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Contacts
3 of 3
Barrigan Nelson
OwnerCRD 4385285
Chad Campbell
Wealth Advisor, PrincipalCRD 6163605
Danae Johnson
Wealth AdvisorCRD 5977605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salem, OR
Marion
Location
Salem, OR
Headquartered in Salem, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Marion
- Address
- 1640 Liberty St Se
- Time zone
- PT (UTC-8)
- Office locations
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