CRD: 133657
Capital Financial Consultants Group, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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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
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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