CRD: 133657
Capital Financial Consultants Group, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2005
- Office Locations
- 1
Office Locations
About Capital Financial Consultants Group, Inc.
Capital Financial Consultants Group (San Juan Capistrano, CA) delivers life-planning-based comprehensive financial planning and retirement income planning, including tax coordination with clients’ CPAs and charitable giving strategies. The team manages portfolios using time-horizon asset allocation with periodic reviews, implemented primarily with ETFs and public funds, and custodies assets at Charles Schwab. Securities are offered through Independent Financial Group; separate RIA services are provided by the firm.
Reported data analysis
What the numbers show
Between March 27, 2024 and July 11, 2025, reported AUM decreased 81.8%, from $230.8M to $42.0M.
Across 5 reported observations, AUM decreased 67.4% between March 22, 2021 and July 11, 2025, from $128.9M to $42.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 93 clients, or 46.5 clients per representative. That equates to $401.4K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JEFF DEAN FISHER
Chief Compliance Officer, President
- CRD
- #4950246
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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HAYNES LENTZ KENDALL JR
Founder
- CRD
- #1274737
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,332,723 | $168,181 |
| Non-Discretionary | $0 | -- |
| Total | $37,332,723 | $168,181 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Financial Consultants Group, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.