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About Capitol Financial Consultants, Inc. |
| Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. |
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General Information |
| Years of Experience in Financial Services: |
23
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| States Licensed in: |
Virginia
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| Name of Custodial Firm: |
Charles Schwab
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| Number of Years with Current Firm: |
10
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Advisory Services Provided: |
Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Phone, Our Office, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
ChFC®, CFP®
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Assets Managed by Firm: |
$200,000,000.
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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