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 a newly formed limited liability company that registered with the SEC in 2026. The firm’s stated advisory focus is financial planning and portfolio management for individuals and small businesses. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not set up as a multi-state adviser. The firm uses a mix of fee arrangements — percentage of AUM, hourly charges, and fixed fees — which suggests a willingness to serve both ongoing advisory relationships and project-based planning engagements. It is classified as unclassified in the source data and is not listed as a pension consultant or a related adviser.
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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