Investment adviser · CRD 153075
CAPITAL FIDUCIARY ADVISORS, LLC
Investment adviser filing (IA)
RESTON, VA, United States · Form ADV filed Apr 30, 2019
- Regulatory AUM
- $147M Form ADV · Item 5.F
- Client accounts
- 358 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 75 | $83,021,112 | 56.4% |
| Individuals | 87 | $47,952,416 | 32.6% |
| Corporations & businesses | 10 | $7,954,897 | 5.4% |
| Retirement plans | 7 | $7,914,788 | 5.4% |
| Charities | Fewer than 5 | $386,901 | 0.3% |
Filing source
Form ADV 1317281 · Apr 30, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1800 ROBERT FULTON DRIVE, SUITE 110RESTON, VA, 20191, United States
CRD 153075
Filing source
Form ADV 1317281 · Apr 30, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.