|
⚲
|
| Keyboard |
| Capital Financial Group Inc
✚
|
|
|---|---|
| CRD # | 111709 |
| SEC # | 801-117272 |
| CIK # | 0002129592, 0001588456, 0001061630, 0000897226, 0002124549, 0001778185, 0001623019, 0001112289, 0002003078, 0000949308 |
| AUM | 237.4 M (2026-04-09) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 303-629-7500 |
| Address | 13986 Bowles Ave Littleton, CO 80127 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 75.3 |
| (b) Individuals (high net worth individuals) | 62 | 147.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 14.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 667 | 237.4 |
| By Discretionary | ||
| Discretionary | 609 | 219.5 |
| Non-Discretionary | 58 | 17.9 |
| Total | 667 | 237.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.4 | |
| Total | 667 | 237.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000897226] | |
| SC 13G | [0000897226] | |
| 13F-NT | [0000949308] | |
| SC 13G | [0000949308] | |
| 10-K | [0001061630] | |
| 10-Q | [0001061630] | |
| 3 | [0001061630] | |
| 4 | [0001061630] | |
| 5 | [0001061630] | |
| 8-K | [0001061630] | |
| SC 13D | [0001061630] | |
| SC 13G | [0001061630] | |
| 13F-HR | [0001112289] | |
| 13F-HR | [0001588456] | |
| SC 13D | [0001588456] | |
| SC 13G | [0001588456] | |
| 10-K | [0001623019] | |
| 10-Q | [0001623019] | |
| 3 | [0001623019] | |
| 4 | [0001623019] | |
| 8-K | [0001623019] | |
| SC 13G | [0001623019] | |
| 13F-HR | [0001778185] | |
| 13F-NT | [0001778185] | |
| D | [0002003078] | |
| 13F-HR | [0002124549] | |
| D | [0002129592] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2026-03-17 | Sell | 452 | $19.13 | 8,647 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2026-01-15 | Grant | 809 | $19.50 | 15,776 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2026-01-15 | Grant | 3,300 | $19.50 | 64,350 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2026-01-15 | Grant | 2,550 | $19.50 | 49,725 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2026-01-15 | Grant | 1,534 | $19.50 | 29,913 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-31 | Sell | 3,131 | $19.24 | 60,240 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-25 | Gift | 10,777 | $0.00 | |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-17 | Sell | 1,012 | $20.31 | 20,554 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-17 | Sell | 400 | $20.29 | 8,116 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-15 | Grant | 36,843 | $0.00 | |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-15 | Grant | 15,337 | $0.00 | |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-15 | Grant | 14,448 | $0.00 | |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-15 | Grant | 54,799 | $0.00 | |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-12-01 | Sell | 506 | $19.38 | 9,806 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-10-22 | Grant | 4,253 | $18.37 | 78,128 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-10-15 | Grant | 2,620 | $18.51 | 48,496 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-10-15 | Grant | 1,576 | $18.51 | 29,172 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-10-15 | Grant | 3,391 | $18.51 | 62,767 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-10-15 | Grant | 831 | $18.51 | 15,382 |
|
Blackstone Mortgage Trust Inc BXMT
Class A Common Stock
|
2025-07-15 | Grant | 1,448 | $19.68 | 28,497 |
| showing 20 of 200 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
Kelley Investments LLC
✚
|
238.0 M | |
|
3J Capital Partners Ltd
✚
|
238.0 M | |
|
Golden Road Advisors LLC
✚
|
FL | 237.7 M |
|
Fortune 45 LLC
✚
|
LA | 237.7 M |
|
Lighthouse Wealth Management Inc
✚
|
OH | 237.6 M |
|
Montcalm TCR LLC
✚
|
CA | 237.5 M |
|
Redemption Capital Partners LLC
✚
|
TX | 237.3 M |
|
North American Wealth Advisors Inc
✚
|
MN | 237.3 M |
|
Cambridge Wealth Advisors LLC
✚
|
237.0 M | |
|
Clarity Wealth Management LLC
✚
|
AZ | 236.8 M |