Capital Financial Planners LLC

RIASEC Registered

Total AUM

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Avg account

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Capital Financial Planners LLC is an LLC-structured, SEC-registered investment adviser that appears to have been newly established in 2026. The firm is owned by an individual and is classified as unclassified in available records. Its stated advisory activities focus on financial planning and portfolio management for individual clients and small businesses. The firm is not marked as a capital allocator, pension consultant, related adviser, or an active ESG investor, and it is not identified as a multistate adviser. The firm’s fee framework is flexible: it lists percentage-of-AUM billing alongside hourly and fixed-fee arrangements, consistent with a planner-oriented model that can accommodate both ongoing asset management and project-based planning engagements. FINTRX flags the adviser as newly formed, indicating it is in the early stages of business development and client acquisition.