Capital Financial Consultants Group, Inc.
Capital Financial Consultants Group, Inc. is an SEC-registered mass-market adviser with $42.0M assets under management (AUM, regulatory AUM), -82% over one year. See who owns Capital Financial Consultants Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133657, data through 2025-07-11.
- AUM (assets under management / regulatory AUM)
- $42.0M (2025-07-11)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 537
- CRD
- 133657
- Ownership
- STECKLER, LARRY, JEROME; FISHER, JEFF, DEAN; WYNNS, MICHAEL, SHAWN
How much AUM does Capital Financial Consultants Group, Inc. have?
Capital Financial Consultants Group, Inc. reported $42.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-07-11).
Who owns Capital Financial Consultants Group, Inc.?
Disclosed owners and executives of Capital Financial Consultants Group, Inc. include STECKLER, LARRY, JEROME, FISHER, JEFF, DEAN, WYNNS, MICHAEL, SHAWN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.