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CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
CRD 133657 · SEC 801-113545
31461 RANCHO VIEJO ROAD, SUITE 104, SAN JUAN CAPISTRANO, CA, 92675, United States
Phone
949-248-8800
Fax
949-248-2875
Registration
— (—)
Source
State registered
Total AUM
$37.3M
Discretionary AUM
$37.3M
Team
5 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $2.7M |
| High net worth individuals | 52 | $34.6M |
All web addresses on file
Official SEC filing: View on IAPD