Investment adviser · CRD 310168
CAPITAL FINANCIAL PLANNERS
Investment adviser filing (IA)
CAPITAL FINANCIAL PLANNERS, LLC
SALEM, OR, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $285M Form ADV · Item 5.F
- Client accounts
- 575 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 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 | 92 | $197,752,744 | 69.4% |
| Individuals | 129 | $75,701,841 | 26.6% |
| Corporations & businesses | Fewer than 5 | $9,479,942 | 3.3% |
| Charities | Fewer than 5 | $1,822,259 | 0.6% |
Filing source
Form ADV 2043608 · Mar 16, 2026 · 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: Mar 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
1640 LIBERTY ST SESALEM, OR, 97302, United States
CRD 310168
Filing source
Form ADV 2043608 · Mar 16, 2026 · 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.