LP Profile

Capitol Financial Consultants

Also known as capitol financial consultants

Wealth ManagerMcLean, United StatesFounded 1987
$269M
Assets Under Management
McLean
Headquarters
Investment Focus

About Capitol Financial Consultants

Capitol Financial Consultants is a financial planning and advisory firm based in McLean, Virginia, founded in 1987. It reports about $269 million in assets under management. The firm describes its approach as rigorous, comprehensive, personalized and vigilant. It serves growing families, pre-retirees, retirees, widows, widowers and divorcees, families facing medical adversity, and business owners whose business decisions affect their personal finances.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Capitol Financial Consultants from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$269.2M
Total Clients
417
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Capitol Financial Consultants across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Capitol Financial Consultants?

Capitol Financial Consultants is a wealth manager based in McLean, United States, managing approximately $269M in assets.

Where is Capitol Financial Consultants headquartered?

Capitol Financial Consultants is headquartered in McLean, United States.

How much does Capitol Financial Consultants manage?

Capitol Financial Consultants manages approximately $269M in assets under management.

When was Capitol Financial Consultants founded?

Capitol Financial Consultants was founded in 1987.

How can I contact Capitol Financial Consultants?

Verified contact details, key decision-makers, and investment preferences for Capitol Financial Consultants are available on LPbacked. Create a free account to access them.