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Capital Financial Planners, LLC

● SEC registered since 2020CRD 310168SEC# 801-119386Salem, OR
Export (members)
Reg. AUM
$243.7M
Employees
5
Accounts
569
Location
Salem, OR

Capital Financial Planners, LLC assets under management

Capital Financial Planners, LLC is an SEC-registered investment adviser based in Salem, OR. The firm has been registered since 2020. It reports $243.7 million in regulatory assets under management and employs 5 people.
capfina.comView on SEC.gov ↗

Capital Financial Planners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Barrigan William Nelson ControlManaging Member & Chief Compliance Officer50-75%2007
Chad S. Campbell ControlManaging Member25-50%2016

Frequently asked questions

How much does Capital Financial Planners, LLC manage?

Capital Financial Planners, LLC reports $243.7 million in regulatory assets under management on its Form ADV.

How many employees does Capital Financial Planners, LLC have?

Capital Financial Planners, LLC reports 5 employees.

Where is Capital Financial Planners, LLC located?

Capital Financial Planners, LLC is based in Salem, OR and has been SEC-registered since 2020.

Does Capital Financial Planners, LLC disclose fund performance?

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

Contact & registration

Address1640 Liberty St SE, Salem, OR 97302
Phone503-585-1067
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$243.7M
Non-discretionary$0
Total (RAUM)$243.7M