Capital Financial Consultant Inc (Mclean)

Capital Financial Consultant Inc is a large advisory firm based in Mclean. It manages $43.43 million of regulatory assets for 704 client accounts. It has been registered with the SEC as an adviser since 2001.

Capital Financial Consultant provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Financial Consultant: assets under management

The assets under management (AUM) of Capital Financial Consultant Inc is $43.43 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $6.57 million in discretionary accounts and $36.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $199.03 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $54.93 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Financial Consultant Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capital Financial Consultant Inc

Joel Elliott Stillman has been acting as President since 1 Dec 1987. Stephen Rehm Nohowel joined the executive team most recently as the Director/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joel Elliott Stillman	Director/president	1 Dec 1987	50% - 75%	1066690
Timothy Edward Strait	Director/v.p./secretary	1 Jan 1991	25% - 50%	1442335
Stephen Rehm Nohowel	Director/treasurer	1 Jan 1992	25% - 50%	1491082

Based in Mclean

The principal office where Capital Financial Consultant Inc performs its advisory services is located at 8280 Greensboro Drive, Mclean, VA 22102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.