C
CRD: 159021
Capital Financial Planners, LLC
Youngsville, LA, 70592
3373642151
$29.0M Total AUM
$29.0M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-07-2011
- Office Locations
- 1
Office Locations
405 Lafayette Street Youngsville LA
About Capital Financial Planners, LLC
Capital Financial Planners, LLC is a Youngsville-based RIA. The firm has been operating for 14 years. Managing $29.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$29.0M AVG AUM / ADVISOR
$325.8K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Meridian legacy Ridge harbor
Client Personas
Timber
Investment Themes
Summit Peak prime
Investment Vehicles
Peak
Services
North peak Horizon delta Vital Meridian
Owner & Executives
A
AMIE A VARNADO
Owner
- CRD
- #5587494
- Ownership
- 75% or more
(878) 834-6252
momentum.timber@crestcapital.com
in linkedin.com/in/meridian-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,000,000
Equity - Exchange:
15.5% U.S. Government/Agency:
18.9% Municipal Bonds:
18.7% Corporate - Investment Grade:
20.3% Public Funds:
9.8% Cash:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $940,782,877 | 15.5% |
| U.S. Government/Agency | $1,147,148,153 | 18.9% |
| Municipal Bonds | $1,135,009,019 | 18.7% |
| Corporate - Investment Grade | $1,232,122,090 | 20.3% |
| Public Funds | $594,817,561 | 9.8% |
| Cash | $1,019,687,246 | 16.8% |
| Total | $6,069,566,946 | 100.0% |