Capital Financial Management
Capital Financial Management is an SEC-registered ria with $35.0M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Capital Financial Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130841, data through 2012-06-01.
- AUM (assets under management / regulatory AUM)
- $35.0M (2012-06-01)
- Firm type
- Ria
- Employees
- 281
- CRD
- 130841
- Ownership
- SHELDON, KIRK, ROY
How much AUM does Capital Financial Management have?
Capital Financial Management reported $35.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-06-01).
Who owns Capital Financial Management?
Disclosed owners and executives of Capital Financial Management include SHELDON, KIRK, ROY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.