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Capitol Financial Consultants, Inc.

● SEC registered since 1988CRD 109800SEC# 801-31757McLean, VA
Export (members)
Reg. AUM
$230.6M
Employees
4
Accounts
419
Location
McLean, VA

Capitol Financial Consultants, Inc. assets under management

Capitol Financial Consultants, Inc. is an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 1988. It reports $230.6 million in regulatory assets under management and employs 4 people.
capfin.netView on SEC.gov ↗

Capitol Financial Consultants, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Joel Elliott Stillman ControlDirector/President/Secretary/Chief Compliance OfficerOver 75%1987

Frequently asked questions

How much does Capitol Financial Consultants, Inc. manage?

Capitol Financial Consultants, Inc. reports $230.6 million in regulatory assets under management on its Form ADV.

How many employees does Capitol Financial Consultants, Inc. have?

Capitol Financial Consultants, Inc. reports 4 employees.

Where is Capitol Financial Consultants, Inc. located?

Capitol Financial Consultants, Inc. is based in McLean, VA and has been SEC-registered since 1988.

Does Capitol Financial Consultants, Inc. disclose fund performance?

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

Contact & registration

Address8180 Greensboro Drive, Suite 1150, McLean, VA 22102
Phone703-821-2000
Fax703-821-2007
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$230.5M
Non-discretionary$120K
Total (RAUM)$230.6M