Capital Financial Planners
Capital Financial Planners is an SEC-registered wealth manager in Salem, OR with $284.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Capital Financial Planners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310168, SEC 801-119386, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $284.8M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Salem, OR
- Employees
- 5
- Clients
- 221
- CRD
- 310168
- Ownership
- NELSON, BARRIGAN, WILLIAM; CAMPBELL, CHAD, S.; JOHNSON, DANAE, N
How much AUM does Capital Financial Planners have?
Capital Financial Planners reported $284.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Capital Financial Planners?
Disclosed owners and executives of Capital Financial Planners include NELSON, BARRIGAN, WILLIAM, CAMPBELL, CHAD, S., JOHNSON, DANAE, N. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.