Capital Fiduciary Advisors, LLC is a large advisory firm based in Reston. It manages $147.23 million of regulatory assets for 358 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of District of Columbia, Maryland, North Carolina, and 4 other states.
Capital Fiduciary Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Fiduciary Advisors, LLC is $147.23 million. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capital Fiduciary Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Capital Fiduciary Advisors is high net worth individuals with 75 clients and $83.02 million of assets under management. Among the 10 most similar advisory firms, Capital Fiduciary Advisors has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $146.84 million for 179 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Capital Fiduciary Advisors doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Bartholomew John Mcdonald joined the executive team most recently as the Chief Compliance Officer.
The principal office where Capital Fiduciary Advisors, LLC performs its advisory services is located at 1800 Robert Fulton Drive, Reston, VA 20191, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-871-5969 or by fax 703-766-3394. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at capitalfiduciaryadvisors.com.