# CAPITAL FINANCIAL SERVICES LLC

CAPITAL FINANCIAL SERVICES LLC of CLIFTON PARK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 107960
- Type: SEC-registered investment adviser
- SEC file number: 801-57725
- Location: 855 ROUTE 146, SUITE 180, CLIFTON PARK, NY, 12065
- Phone: 518-399-3903
- Latest filing: 2023-01-23
- Regulatory AUM: $127.6M
- Discretionary AUM: $127.6M
- Clients: 5
- Accounts: 484

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jerome Joseph | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT | Scottsdale, AZ |
| JEROME WILLIAM CHARLES | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; MEMBER | — |
| Laska Cherry Gayle | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107960/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107960/similar
- Related entities: https://search.stillhousedata.com/firm/107960/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107960

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.