CAPITOL FINANCIAL CONSULTANTS, INC.
CRD #109800 SEC #801-31757 MCLEAN, VA 703-821-2000
SEC Registered
Total AUM
$230.6M
Discretionary
$230.5M
Employees
4
Clients
51
Accounts
419
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $230.6M | $230.5M | $120.2K | 4 | 0 |
| Mar 2024 | $202.9M | $202.8M | $123.4K | 3 | 0 |
| Mar 2023 | $170M | $169.2M | $827.6K | 3 | 0 |
| Mar 2022 | $211.4M | $210.5M | $930.9K | 3 | 0 |
| Nov 2021 | $188.5M | $183.4M | $5.1M | 3 | 0 |
| Mar 2021 | $188.5M | $183.4M | $5.1M | 3 | 0 |
| Jun 2020 | $142.9M | $140.4M | $2.5M | 3 | 0 |
| Mar 2020 | $142.9M | $140.4M | $2.5M | 3 | 0 |
| Mar 2019 | $106.9M | $101.7M | $5.2M | 3 | 0 |
| Dec 2018 | $104.8M | $0 | $104.8M | 3 | 0 |
| Aug 2018 | $104.8M | $0 | $104.8M | 3 | 0 |
| Jun 2018 | $104.8M | $0 | $104.8M | 3 | 0 |
| Mar 2018 | $104.8M | $0 | $104.8M | 3 | 0 |
| Feb 2018 | $96.5M | $0 | $96.5M | 4 | 0 |
| Jun 2017 | $96.5M | $0 | $96.5M | 4 | 26 |
| Mar 2017 | $96.5M | $0 | $96.5M | 4 | 26 |
| Mar 2016 | $90.9M | $0 | $90.9M | 7 | 300 |
| Feb 2016 | $166.9M | $6.3M | $160.6M | 7 | 300 |
| Mar 2015 | $166.9M | $6.3M | $160.6M | 7 | 300 |
| Mar 2014 | $139.1M | $4M | $135.1M | 6 | 300 |
| Mar 2013 | $106.6M | $2.3M | $104.3M | 5 | 300 |
| Mar 2013 | $106.6M | $2.3M | $104.3M | 5 | 300 |
| Sep 2012 | $92.3M | $1.6M | $90.6M | 1 | 300 |
| Mar 2012 | $92.3M | $1.6M | $90.6M | 1 | 300 |
| Aug 2011 | $93.7M | $1.7M | $92M | 5 | -- |
| Apr 2011 | $93.7M | $93.7M | $0 | 5 | -- |
| Feb 2011 | $79.3M | $0 | $79.3M | 5 | -- |
| Jun 2009 | $66.1M | $0 | $66.1M | 5 | -- |
| Mar 2009 | $66.1M | $0 | $66.1M | 5 | -- |
| Apr 2007 | $72.7M | $0 | $72.7M | 5 | -- |
| Mar 2007 | $72.7M | $0 | $72.7M | 5 | -- |
| Mar 2006 | $63.7M | $0 | $63.7M | 5 | -- |
| Mar 2002 | $39.4M | $2.7M | $36.7M | 5 | -- |
DateMar 2025
Total AUM$230.6M
Discretionary$230.5M
Non-Disc.$120.2K
Employees4
Clients0
DateMar 2024
Total AUM$202.9M
Discretionary$202.8M
Non-Disc.$123.4K
Employees3
Clients0
DateMar 2023
Total AUM$170M
Discretionary$169.2M
Non-Disc.$827.6K
Employees3
Clients0
DateMar 2022
Total AUM$211.4M
Discretionary$210.5M
Non-Disc.$930.9K
Employees3
Clients0
DateNov 2021
Total AUM$188.5M
Discretionary$183.4M
Non-Disc.$5.1M
Employees3
Clients0
DateMar 2021
Total AUM$188.5M
Discretionary$183.4M
Non-Disc.$5.1M
Employees3
Clients0
DateJun 2020
Total AUM$142.9M
Discretionary$140.4M
Non-Disc.$2.5M
Employees3
Clients0
DateMar 2020
Total AUM$142.9M
Discretionary$140.4M
Non-Disc.$2.5M
Employees3
Clients0
DateMar 2019
Total AUM$106.9M
Discretionary$101.7M
Non-Disc.$5.2M
Employees3
Clients0
DateDec 2018
Total AUM$104.8M
Discretionary$0
Non-Disc.$104.8M
Employees3
Clients0
DateAug 2018
Total AUM$104.8M
Discretionary$0
Non-Disc.$104.8M
Employees3
Clients0
DateJun 2018
Total AUM$104.8M
Discretionary$0
Non-Disc.$104.8M
Employees3
Clients0
DateMar 2018
Total AUM$104.8M
Discretionary$0
Non-Disc.$104.8M
Employees3
Clients0
DateFeb 2018
Total AUM$96.5M
Discretionary$0
Non-Disc.$96.5M
Employees4
Clients0
DateJun 2017
Total AUM$96.5M
Discretionary$0
Non-Disc.$96.5M
Employees4
Clients26
DateMar 2017
Total AUM$96.5M
Discretionary$0
Non-Disc.$96.5M
Employees4
Clients26
DateMar 2016
Total AUM$90.9M
Discretionary$0
Non-Disc.$90.9M
Employees7
Clients300
DateFeb 2016
Total AUM$166.9M
Discretionary$6.3M
Non-Disc.$160.6M
Employees7
Clients300
DateMar 2015
Total AUM$166.9M
Discretionary$6.3M
Non-Disc.$160.6M
Employees7
Clients300
DateMar 2014
Total AUM$139.1M
Discretionary$4M
Non-Disc.$135.1M
Employees6
Clients300
DateMar 2013
Total AUM$106.6M
Discretionary$2.3M
Non-Disc.$104.3M
Employees5
Clients300
DateMar 2013
Total AUM$106.6M
Discretionary$2.3M
Non-Disc.$104.3M
Employees5
Clients300
DateSep 2012
Total AUM$92.3M
Discretionary$1.6M
Non-Disc.$90.6M
Employees1
Clients300
DateMar 2012
Total AUM$92.3M
Discretionary$1.6M
Non-Disc.$90.6M
Employees1
Clients300
DateAug 2011
Total AUM$93.7M
Discretionary$1.7M
Non-Disc.$92M
Employees5
Clients--
DateApr 2011
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$79.3M
Discretionary$0
Non-Disc.$79.3M
Employees5
Clients--
DateJun 2009
Total AUM$66.1M
Discretionary$0
Non-Disc.$66.1M
Employees5
Clients--
DateMar 2009
Total AUM$66.1M
Discretionary$0
Non-Disc.$66.1M
Employees5
Clients--
DateApr 2007
Total AUM$72.7M
Discretionary$0
Non-Disc.$72.7M
Employees5
Clients--
DateMar 2007
Total AUM$72.7M
Discretionary$0
Non-Disc.$72.7M
Employees5
Clients--
DateMar 2006
Total AUM$63.7M
Discretionary$0
Non-Disc.$63.7M
Employees5
Clients--
DateMar 2002
Total AUM$39.4M
Discretionary$2.7M
Non-Disc.$36.7M
Employees5
Clients--