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CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

Advisory

N·SAN JUAN CAPISTRANO, CA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$42M
1-Year AUM Growth
-81.8%
3-Year CAGR
-39.2%
Employees
2
Assets Under Management
Total AUM$42M
Discretionary AUM$42M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients107
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingJun 5, 2018
Latest FilingMar 31, 2025
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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