# CAPITAL FINANCIAL PLANNERS, LLC

CAPITAL FINANCIAL PLANNERS, LLC of SALEM, OR is an SEC-registered investment adviser.

## Registration

- CRD: 310168
- Type: SEC-registered investment adviser
- SEC file number: 801-119386
- Location: 1640 LIBERTY ST SE, SALEM, OR, 97302
- Phone: 503-585-1067
- Latest filing: 2026-03-16
- Regulatory AUM: $284.8M
- Discretionary AUM: $284.8M
- Clients: 5
- Accounts: 575

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Barrigan William Nelson | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Chad S Campbell | MANAGING MEMBER | — |
| NELSON ROBERT WILLIAM | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| CAMPBELL CHAD S | MANAGING MEMBER | — |
| Chad S. Campbell | MANAGING MEMBER | — |
| Danae N Johnson | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310168/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310168/similar
- Related entities: https://search.stillhousedata.com/firm/310168/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310168

---

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.