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Capital Financial, LLC

● SEC registered since 2025CRD 122844SEC# 801-132924Olney, MD
Export (members)
Reg. AUM
$140.8M
Employees
1
Accounts
85
Location
Olney, MD

Capital Financial, LLC assets under management

Capital Financial, LLC is an SEC-registered investment adviser based in Olney, MD. The firm has been registered since 2025. It reports $140.8 million in regulatory assets under management and employs 1 people.
www.capfinllc.comView on SEC.gov ↗

Capital Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
James Huey Webb ControlPrincipal And CcoOver 75%1985

Frequently asked questions

How much does Capital Financial, LLC manage?

Capital Financial, LLC reports $140.8 million in regulatory assets under management on its Form ADV.

How many employees does Capital Financial, LLC have?

Capital Financial, LLC reports 1 employees.

Where is Capital Financial, LLC located?

Capital Financial, LLC is based in Olney, MD and has been SEC-registered since 2025.

Does Capital Financial, LLC disclose fund performance?

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

Contact & registration

Address2943 Olney Sandy Spring Road, Suite a, Olney, MD 20832
Phone301-260-8575
Fax301-260-7798
Office hours9:00a.m. 4:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.9M
Non-discretionary$21.9M
Total (RAUM)$140.8M