Caplan Financial Group LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Caplan Financial Group LLC
CRD #119836
SEC #801-67950
AUM $217.4 MM (98% Disc, 100% US, 2020-03-23)
Employees4 (50% Investors, 0% Brokers)
Address11810 Chapel Estates Drive
Clarksville, MD 21029
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Weybosset Research & Management LLC
RI 0.2
Long Road Investment Counsel LLC
MI 0.2
Milestone Financial Planning LLC
NH 0.2
Bergman Douglas Edward
CA 0.2
Robert L Bender Inc DBA Robert Bender & Associates
CA 0.2
Prudent Man Investment Management Inc
CO 0.2
Legacy Bridge LLC
IA 0.2
Royal Advisors LLC
MI 0.2
Garland Capital Management Inc
WA 0.2
Beacon Investment Management LLC
MA 0.2
Terms of Service | Privacy Policy | User Guide