CAPITAL FINANCIAL PLANNERS, LLC

CAPITAL FINANCIAL PLANNERS, LLC of YOUNGSVILLE, LA is an SEC-registered investment adviser (CRD 159021). Regulatory assets under management: $29.0M.

Registration

• CRD: 159021
• Type: Registered investment adviser
• Location: 405 LAFAYETTE STREET, YOUNGSVILLE, LA, 70592
• Phone: 337-364-2151
• Latest filing: 2026-03-25
• Regulatory AUM: $29.0M
• Discretionary AUM: $29.0M
• Clients: 1
• Accounts: 208

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159021 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search