Capitol Financial Consultants, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 25, 2026, reports $269M in regulatory assets under management, 4 employees, and 417 accounts.
Assets Under Management
$269M
Employees
4
Offices
--
Total Clients
107
Primary office
MCLEAN, VA
8180 GREENSBORO DRIVE, SUITE 1150, MCLEAN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.2% of total clients.
Top client categories% of clientsClients
1
HNWI
54.2%
58
2
Individuals
45.8%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$269Mas of March 25, 2026
Discretionary100.0%
$269M
100% of total RAUM100.0%
Non-discretionary0.0%
$132K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$269M
Total Accounts417
10Y AUM Change+$173M (+178.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee27:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.