|
⚲
|
| Keyboard |
| Capital Financial Group Inc
✚
|
|
|---|---|
| CRD # | 111709 |
| SEC # | 801-117272 |
| CIK # | 0002124549, 0001588456 |
| AUM | 237.4 M (2026-04-09) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-629-7500 |
| Address | 13986 Bowles Ave Littleton, CO 80127 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($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 | [0001588456] | |
| SC 13D | [0001588456] | |
| SC 13G | [0001588456] | |
| 13F-HR | [0002124549] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| 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 |