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Capital Financial Group, Inc.

● SEC registered since 2019CRD 111709SEC# 801-117272Greenwood Village, CO
Export (members)
Reg. AUM
$204.7M
Employees
5
Accounts
655
Location
Greenwood Village, CO

Capital Financial Group, Inc. assets under management

Capital Financial Group, Inc. is an investment advisory firm registered with the SEC based in Greenwood Village, CO. The firm has been registered since 2019. It reports $204.7 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/alex-leonidaView on SEC.gov ↗

Capital Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Alexander Adrian Leonida ControlChief Executive Officer/Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Capital Financial Group, Inc. manage?

Capital Financial Group, Inc. reports $204.7 million in regulatory assets under management on its Form ADV.

How many employees does Capital Financial Group, Inc. have?

Capital Financial Group, Inc. reports 5 employees.

Where is Capital Financial Group, Inc. located?

Capital Financial Group, Inc. is based in Greenwood Village, CO and has been SEC-registered since 2019.

Does Capital Financial Group, Inc. disclose fund performance?

Capital Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8400 E. Prentice Ave., Suite 1100, Suite 200, Greenwood Village, CO 80111-2926
Phone303-629-7500
Fax303-629-7560
Office hours7:30 a.m. - 4:30 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$191M
Non-discretionary$13.8M
Total (RAUM)$204.7M