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CAPITOL FINANCIAL CONSULTANTS, INC.
CRD 109800File 801-31757
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$269.2M
Below cohort median (national)
Discretionary AUM
$269.0M
Non-discretionary $132K
Clients
107
417 accounts
Employees
4
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 22, 1988
- Principal office
- 8180 GREENSBORO DRIVE, SUITE 1150, MCLEAN, VA, 22102
- Phone
- 703-821-2000
- Website
- HTTP://CAPFIN.NET/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $269.2M
- Discretionary AUM
- $269.0M
- Non-discretionary AUM
- $132K
- Discretionary accounts
- 414
- Non-discretionary accounts
- 3
- Total accounts
- 417
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 58 | $258.9M |
| Individuals (other than high net worth individuals) | 49 | $10.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.