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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Financial Planners LLC
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|---|---|
| CRD # | 310168 |
| SEC # | 801-119386 |
| CIK # | |
| AUM | $243.7 M (2025-06-18) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 503-585-1067 |
| Address | 1640 Liberty St SE Salem, OR 97302 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 69.3 |
| (b) Individuals (high net worth individuals) | 88 | 165.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 569 | 243.7 |
| By Discretionary | ||
| Discretionary | 569 | 243.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 569 | 243.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.7 | |
| Total | 569 | 243.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Green Alpha Advisors LLC
✚
|
CO | 0.2 |
|
Kaizen Financial Advisors LLC
✚
|
WA | 0.2 |
|
Unison Asset Management LLC
✚
|
FL | 0.2 |
|
McBrearty Capital Management Inc
✚
|
TN | 0.2 |
|
Churchill Financial Advisors LLC
✚
|
KY | 0.2 |
|
Spectra Investment Management LLC
✚
|
FL | 0.2 |
|
Bancolombia Capital Advisers LLC
✚
|
FL | 0.2 |
|
PFC Capital Group Inc
✚
|
CA | 0.2 |
|
Vestment Financial LLC
✚
|
MN | 0.2 |
|
McNaughton Wealth Management LLC
✚
|
CA | 0.2 |