No longer SEC-registered. Capital Financial Consultants Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$42M
Employees
5
Accounts
250
Location
San Juan Capistrano, CA
Capital Financial Consultants Group, Inc. assets under management
Capital Financial Consultants Group, Inc. is an investment advisory firm registered with the SEC based in San Juan Capistrano, CA. It reports $42 million in regulatory assets under management and employs 5 people.
How much does Capital Financial Consultants Group, Inc. manage?
Capital Financial Consultants Group, Inc. reports $42 million in regulatory assets under management on its Form ADV.
How many employees does Capital Financial Consultants Group, Inc. have?
Capital Financial Consultants Group, Inc. reports 5 employees.
Where is Capital Financial Consultants Group, Inc. located?
Capital Financial Consultants Group, Inc. is based in San Juan Capistrano, CA.
Does Capital Financial Consultants Group, Inc. disclose fund performance?
Capital Financial Consultants Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
31461 Rancho Viejo Road, Suite 104, San Juan Capistrano, CA 92675