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Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc.. CRD 109800

Capitol Financial Consultants, Inc. logo

CRD: 109800

Capitol Financial Consultants, Inc.

Mclean, VA, 22102
7038212000
www.capfin.net
$269.2M Total AUM
$269.0M Disc. AUM
17.1% 3Y CAGR
4 Employees
107 ADV. Clients
38 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Beacon vertex
Established Date
04-22-1988
Office Locations
1

Office Locations

8180 Greensboro Drive Suite 1150 Mclean VA

About Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc. (CapFin) is a McLean, VA wealth management firm providing comprehensive financial planning and ongoing portfolio management. They serve growing families, pre-retirees and retirees, as well as widowed/divorced clients, families facing medical adversity, and business owners. The investment approach emphasizes asset allocation and risk management, using public funds and ETFs, with custody primarily at Charles Schwab.

Team overview

43 AVG AGE
$67.3M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
15.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
0 RIA Reps
38yrs Firm Age

Insights

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Asset Classes

Value value

Client Personas

Harbor legacy Alpha delta

Custodian

Meridian summit Foundation radial

Investment Themes

Timber focus Signal radial Foundation

Investment Vehicles

Prime

Services

Alpha delta Insight ember Value zenith Summit vertex Peak matrix Radial value Vital Pioneer timber Timber

Technology

Pathway vector

Owner & Executives

J

JOEL ELLIOTT STILLMAN

Chief Compliance Officer, DIRECTOR, Director of Financial Planning, President, Secretary

CRD
#1066690
Ownership
75% or more
(784) 715-6387
pioneer.pioneer@fusioncapital.com
in linkedin.com/in/glacier-vertex

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Contacts

J

JEFFREY ROSS LIPPMAN

Director

CRD
#5124838
(861) 560-2258
harbor.vertex@signalcapital.com
in linkedin.com/in/matrix-beacon
M

Mikayla Olivia Rodarte

--

CRD
#7850841
(709) 914-2676
radial.timber@northcapital.com
in linkedin.com/in/beacon-focus
R

Ridge legacy

Wave vertex bridge

CRD
#51965
(530) 325-1491
atlas.prime@meridiancapital.com
in linkedin.com/in/momentum-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-25-2022
03-29-2023
03-25-2024
03-20-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $269,032,037 $649,836
Non-Discretionary $132,351 $44,117
Total $269,164,388 $645,478

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Separately Managed Accounts

Total SMA Asset: $269,164,388

$269.2M Total SMA
Public Funds:
27.4%
Equity - Exchange:
15.1%
Cash:
18.5%
Corporate - Investment Grade:
31.0%
U.S. Government/Agency:
8.0%
Asset class Assets Assets %
Public Funds $828,319,973 27.4%
Equity - Exchange $456,482,905 15.1%
Cash $559,267,135 18.5%
Corporate - Investment Grade $937,150,334 31.0%
U.S. Government/Agency $241,845,248 8.0%
Total $3,023,065,595 100.0%

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