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| Happy Holidays!! thanks for using AUM13F!! |
| Capitol Financial Consultants Inc
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| CRD # | 109800 |
| SEC # | 801-31757 |
| CIK # | |
| AUM | $230.6 M (2025-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 703-821-2000 |
| Address | 8180 Greensboro Drive Mclean, VA 22102 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 10.0 |
| (b) Individuals (high net worth individuals) | 56 | 220.6 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 419 | 230.6 |
| By Discretionary | ||
| Discretionary | 416 | 230.5 |
| Non-Discretionary | 3 | 0.1 |
| Total | 419 | 230.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 230.1 | |
| Total | 419 | 230.6 |
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|---|---|---|
|
Wrenne Financial Planning LLC
✚
|
KY | 0.2 |
|
O'Brien Investment Management LLC
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CA | 0.2 |
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|
Eagle Bluffs Wealth Management LLC
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|
Capstone Wealth Advisors LLC
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OR | 0.2 |
|
Scott Marsh Financial LLC
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0.2 | |
|
RMSincerbeaux Capital Management LLC
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NY | 0.2 |
|
Insight INV LLC
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|
CA | 0.2 |
|
WYZE Wealth Advisors LLC
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|
PA | 0.2 |
|
Financial Advisory Services LLC
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|
PA | 0.2 |