$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2014
- Office Locations
- 1
Office Locations
-- Boise ID
About Capital Financial Boise, Inc.
Capital Financial Boise, Inc. is a Boise, Idaho financial planning and investment advisory firm serving individuals and families—especially small business owners, young couples/new families, retirees, and legacy-focused clients. They build a written plan covering cash-flow habits, investment selection, and protection/insurance planning, with ongoing monitoring and reviews. Public filings indicate ETF-heavy portfolios and Schwab custody.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$355.0K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
K
KATHERINE L SMITH
PRINCIPAL
- CRD
- #5282567
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,260,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,260,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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