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- Custodian
- LPL Financial ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Capital prime
- Established Date
- 01-01-1999
- Office Locations
- 4
Office Locations
About Capital Financial Group, Inc.
Capital Financial Group, Inc. is a holistic, multi-disciplinary financial planning firm providing fee-based planning and asset management alongside permanent life insurance, income protection, and retirement plan guidance. The team helps clients access investments including ETFs and mutual funds and emphasizes long-term, client-centric relationships. Licensed for insurance and securities sales across many U.S. states; custody through LPL Financial.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ALEXANDER ADRIAN LEONIDA
Chief Executive Officer
- CRD
- #5429993
- Ownership
- 75% or more
LEAH PRISCILLA HLEWKO
Chief Compliance Officer, OPERATIONS MANAGER
- CRD
- #6599978
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brooks Jamison Adams
--
- CRD
- #8186491
AMEL JOHN GUIGLI
Investment Advisor
- CRD
- #715323
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,479,289 | $360,393 |
| Non-Discretionary | $17,888,585 | $308,424 |
| Total | $237,367,874 | $355,874 |
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Separately Managed Accounts
Total SMA Asset: $237,367,874
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $886,794,317 | 16.7% |
| Equity - Exchange | $557,565,289 | 10.5% |
| Cash | $387,640,630 | 7.3% |
| Corporate - Investment Grade | $982,376,938 | 18.5% |
| Corporate - Non-Investment Grade | $515,084,124 | 9.7% |
| Municipal Bonds | $929,275,482 | 17.5% |
| Private Funds | $1,051,408,830 | 19.8% |
| Total | $5,310,145,610 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION OAK WAVE | PEAK SUMMIT | QPRW4LR1I | GUTN | 1.98% | $116,807,595 |
| PATHWAY CREST NORTH | ALPHA NORTH | M564O8519 | ZWI | 1.00% | $44,257,748 |
| SIGNAL RADIAL | PEAK VALUE | QOT3DX918 | CLEJ | 8.05% | $48,008,933 |
| WAVE UNISON ATLAS | PIONEER MERIDIAN | J3NJ9XF4B | WFEL | 3.64% | $50,925,717 |
| RIDGE FOCUS | MOMENTUM VALUE | Y2I9W2IRW | JWK | 5.35% | $102,645,741 |
| FOCUS OPTIMA | CREST WAVE | 6YJPLQWX0 | NMXAZ | 9.71% | $9,010,545 |
| PATHWAY HARBOR | FOUNDATION MERIDIAN | FILBLUPS5 | UXR | 8.69% | $90,233,406 |
| ZENITH NORTH | OPTIMA OPTIMA | ZOAMQ0VO8 | YWKF | 12.35% | $25,211,481 |