Capital Financial Group, Inc.
Capital Financial Group, Inc. is an SEC-registered mass-market adviser with $237.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Capital Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111709, SEC 801-117272, data through 2026-04-09.
- AUM (assets under management / regulatory AUM)
- $237.4M (2026-04-09)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 238
- CRD
- 111709
- Ownership
- LEONIDA, DENNIS, ADRIAN; LEONIDA, ALEXANDER, ADRIAN; Kautz, Leah, Priscilla; HLEWKO, LEAH, PRISCILLA
How much AUM does Capital Financial Group, Inc. have?
Capital Financial Group, Inc. reported $237.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-09).
Who owns Capital Financial Group, Inc.?
Disclosed owners and executives of Capital Financial Group, Inc. include LEONIDA, DENNIS, ADRIAN, LEONIDA, ALEXANDER, ADRIAN, Kautz, Leah, Priscilla, HLEWKO, LEAH, PRISCILLA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.