RIA Intel›Advisers›Louisiana›CAPITAL FINANCIAL PLANNERS, LLC

CAPITAL FINANCIAL PLANNERS, LLC

Advisory

YOUNGSVILLE, LA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$139K

across 208 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients89

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

89 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

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RANKIN, GARY, ANCLE

$27M

UNION CAPITAL MANAGEMENT CORP

$31M

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