CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

Latest filing: May 08, 2025 (69 days ago)
View on IAPD
Adviser Website

AUM

$42,045,222
-82% change vs. 1 year ago
-78% change vs. 3 years ago
-56% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

5
-58% change vs. 1 year ago
-58% change vs. 3 years ago
-55% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

SAN JUAN CAPISTRANO, CA
31461 RANCHO VIEJO ROAD, SAN JUAN CAPISTRANO, CA, UNITED STATES, 92675

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 79 $0.0
Average Individual AUM $152,506
HNW 28 $0.0
Average HNW AUM $1,071,331
Retail Total 107 $0.0
Average Retail AUM $392,946

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $0.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 53% $0.0
Equity Non-Exch 1% $0.0
Govt Agency 4% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 36% $0.0
Other Pools 0% $0.0
Cash 6% $0.0
Other 0% $0.0
Total 100% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

1 active

Name Title
FISHER, JEFF, DEAN PRESIDENT/CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.0 $0.0 0% 5 0 0%
2025-04-21 $0.0 $0.0 0% 5 0 0%
2024-04-02 $0.2 -$0.2 -82% 12 -7 -58%
2023-04-04 $0.2 -$0.1 -76% 12 -7 -58%
2022-04-01 $0.2 -$0.1 -78% 12 -7 -58%
2021-04-05 $0.1 -$0.1 -67% 11 -6 -55%
2020-04-01 $0.1 -$0.1 -56% 11 -6 -55%
2019-04-01 $0.1 -$0.1 -69% 18 -13 -72%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CA, AZ-07/06/2018, CA-07/06/2018, FL-07/06/2018, ID-07/06/2018, OR-07/06/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PENSION CONSULTING
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV