Capital Financial, LLC
Capital Financial, LLC is an SEC-registered ria in Olney, MD with $159.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Capital Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122844, SEC 801-132924, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $159.4M (2026-03-31)
- Firm type
- Ria
- Location
- Olney, MD
- Employees
- 2
- Clients
- 82
- CRD
- 122844
- Ownership
- Webb, James, Huey
How much AUM does Capital Financial, LLC have?
Capital Financial, LLC reported $159.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Capital Financial, LLC?
Disclosed owners and executives of Capital Financial, LLC include Webb, James, Huey. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.