Investment adviser · CRD 133657
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
Investment adviser filing (IA)
SAN JUAN CAPISTRANO, CA, United States · Form ADV filed Jul 11, 2025
- Regulatory AUM
- $42M Form ADV · Item 5.F
- Client accounts
- 250 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 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 | 28 | $29,997,269 | 71.3% |
| Individuals | 79 | $12,047,953 | 28.7% |
Filing source
Form ADV 2002088 · Jul 11, 2025 · 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: Jul 11, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
31461 RANCHO VIEJO ROAD, SUITE 104SAN JUAN CAPISTRANO, CA, 92675, United States
CRD 133657
Filing source
Form ADV 2002088 · Jul 11, 2025 · 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.