CAPITAL FINANCIAL, LLC

CAPITAL FINANCIAL, LLC of OLNEY, MD is an SEC-registered investment adviser (CRD 122844). Regulatory assets under management: $159.4M.

Registration

• CRD: 122844
• SEC file number: 801-132924
• Type: Registered investment adviser
• Location: 2943 OLNEY SANDY SPRING ROAD, SUITE A, OLNEY, MD, 20832
• Phone: 301-260-8575
• Latest filing: 2026-03-31
• Regulatory AUM: $159.4M
• Discretionary AUM: $139.5M
• Non-discretionary AUM: $19.9M
• Clients: 2
• Accounts: 82

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 122844 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search