CRD: 312704
Capital Fiduciary Advisors
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- Custodian
- Charles Schwab & Company · Fiduciary Trust · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-14-2021
- Office Locations
- 1
Office Locations
About Capital Fiduciary Advisors
Capital Fiduciary Advisors is an independent fiduciary wealth and tax advisory firm serving clients nationwide. The team provides high-touch, customized investment strategy, financial planning, and ongoing tax optimization for high-net-worth individuals, families, and foundations pursuing disciplined long-term plans. Through an association with Focus Partners Advisor Solutions, they pair boutique service with the depth of a larger national research and planning team.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER JAMES WILLIAMS
Chief Executive Officer, Managing Member
- CRD
- #5236046
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,994,407 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,994,407 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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