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- Custodian
- Assetmark · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-02-2020
- Office Locations
- 1
Office Locations
About Capital Financial Planners
Capital Financial Planners is an Oregon-based wealth planning firm serving individuals and families with an integrated “financial puzzle” approach—estate and charitable planning support, tax planning, and coordinated investment/portfolio oversight. The team emphasizes collaboration with clients’ legal and tax professionals and a concierge-style, partnership-driven service model. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BARRIGAN WILLIAM NELSON
Chief Compliance Officer, Managing Member
- CRD
- #4385285
- Ownership
- 50% but less than 75%
CHAD S. CAMPBELL
Managing Member, Principal
- CRD
- #6163605
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,756,786 | $495,229 |
| Non-Discretionary | $0 | -- |
| Total | $284,756,786 | $495,229 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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