|
⚲
|
| Capitol Financial Consultants Inc
✚
| |
|---|---|
| CRD # | 109800 |
| SEC # | 801-31757 |
| CIK # | |
| AUM | $202.9 MM (2024-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 703-821-2000 |
| Address | 8180 Greensboro Drive Mclean, VA 22102 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 9.1 |
| (b) Individuals (high net worth individuals) | 56 | 193.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 361 | 202.9 |
| By Discretionary | ||
| Discretionary | 358 | 202.8 |
| Non-Discretionary | 3 | 0.1 |
| Total | 361 | 202.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 202.5 | |
| Total | 361 | 202.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bysko John Allan
✚
|
CT | 0.2 |
|
Pollock Investment Advisory Corporation
✚
|
CA | 0.2 |
|
Citadel Investment Advisory Inc
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|
OH | 0.2 |
|
Vienna Asset Management LLC
✚
|
CA | 0.2 |
|
Guidestream Financial Inc
✚
|
MI | 0.2 |
|
Eagle Bluffs Wealth Management LLC
✚
|
MO | 0.2 |
|
Keating Wealth Management LLC
✚
|
CO | 0.2 |
|
Luminvest Wealth Management LLC
✚
|
AZ | 0.2 |
|
Ridge Creek Global Inc
✚
|
OH | 0.2 |
|
Legal Advantage Investments Inc
✚
|
CA | 0.2 |