CAPITAL FINANCIAL GROUP, INC.

8400 E. Prentice Ave., Suite 1100
Greenwood Village, Colorado 80111-2926
Tel: 303-629-7500

About CAPITAL FINANCIAL GROUP, INC.

CAPITAL FINANCIAL GROUP, INC, formally registered with the SEC as CAPITAL FINANCIAL GROUP, INC. The firm was established in 08/28/2019. They have over 1 offices throughout the country.

CAPITAL FINANCIAL GROUP, INC. is a Greenwood Village, Colorado based Financial Planning firm with nearly $204,720,315 assets under management, offering retirement planning & investment advisory services to 655 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111709
SEC#	801-117272
Assets Managed by Firm	$204,720,315
No. of Clients	655
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	655	$204,720,315
Individuals (other than high net worth individuals)	184	$75,783,862
High net worth individuals	57	$117,246,002
Pension and profit sharing plans	3	$11,518,452
Corporations or other businesses	1	$171,999

More Retirement Planning firms in Greenwood Village, Colorado:

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JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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