CAPITAL FINANCIAL GROUP, INC.
CRD #111709 SEC #801-117272 GREENWOOD VILLAGE, CO 303-629-7500
SEC Registered
Total AUM
$204.7M
Discretionary
$191M
Employees
5
Clients
101
Accounts
655
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $204.7M | $191M | $13.8M | 5 | 0 |
| Jan 2025 | $196.4M | $176.8M | $19.6M | 5 | 0 |
| Jan 2025 | $196.4M | $176.8M | $19.6M | 6 | 0 |
| Aug 2024 | $196.4M | $176.8M | $19.6M | 6 | 0 |
| Mar 2024 | $196.4M | $176.8M | $19.6M | 6 | 0 |
| Mar 2024 | $196.4M | $176.8M | $19.6M | 6 | 0 |
| Nov 2023 | $170.8M | $159.5M | $11.3M | 6 | 1 |
| Apr 2023 | $170.8M | $159.5M | $11.3M | 6 | 1 |
| Mar 2023 | $170.8M | $159.5M | $11.3M | 6 | 1 |
| Dec 2022 | $233.5M | $154M | $79.5M | 5 | 0 |
| Nov 2022 | $233.5M | $154M | $79.5M | 5 | 0 |
| Mar 2022 | $233.5M | $154M | $79.5M | 5 | 0 |
| Jul 2021 | $198.2M | $126.8M | $71.4M | 5 | 0 |
| Mar 2021 | $198.2M | $126.8M | $71.4M | 5 | 0 |
| Oct 2020 | $177.4M | $110.4M | $67M | 5 | 1 |
| Oct 2020 | $177.4M | $110.4M | $67M | 5 | 1 |
| Jun 2020 | $177.4M | $110.4M | $67M | 5 | 1 |
| Mar 2020 | $177.4M | $110.4M | $67M | 5 | 1 |
| Nov 2019 | $137.2M | $93.2M | $44M | 6 | 2 |
| Oct 2019 | $137.2M | $93.2M | $44M | 6 | 2 |
| Jul 2019 | $137.2M | $93.2M | $44M | 6 | 2 |
| Jun 2012 | $34.7M | $32.6M | $2.1M | 1 | 26 |
| Apr 2012 | $34.7M | $32.6M | $2.1M | 1 | 26 |
| Mar 2012 | $34.7M | $32.6M | $2.1M | 1 | 26 |
| Mar 2012 | $34.7M | $32.6M | $2.1M | 1 | 26 |
| Mar 2011 | $32.8M | $30.8M | $2M | 5 | -- |
| Mar 2011 | $32.8M | $30.8M | $2M | 5 | -- |
| Mar 2009 | $31.9M | $19.3M | $12.6M | 5 | -- |
| Mar 2009 | $36.3M | $9.9M | $26.4M | 5 | -- |
| Feb 2009 | $36.3M | $9.9M | $26.4M | 5 | -- |
| Sep 2007 | $36.3M | $9.9M | $26.4M | 5 | -- |
| Mar 2007 | $126.9M | $9M | $117.9M | 5 | -- |
| Mar 2006 | $100.4M | $9.4M | $91M | 5 | -- |
| Sep 2005 | $81.2M | $1.5M | $79.7M | 5 | -- |
| Mar 2004 | $67.5M | $150K | $67.4M | 5 | -- |
| May 2002 | $59.5M | $4.8M | $54.7M | 5 | -- |
DateFeb 2025
Total AUM$204.7M
Discretionary$191M
Non-Disc.$13.8M
Employees5
Clients0
DateJan 2025
Total AUM$196.4M
Discretionary$176.8M
Non-Disc.$19.6M
Employees5
Clients0
DateJan 2025
Total AUM$196.4M
Discretionary$176.8M
Non-Disc.$19.6M
Employees6
Clients0
DateAug 2024
Total AUM$196.4M
Discretionary$176.8M
Non-Disc.$19.6M
Employees6
Clients0
DateMar 2024
Total AUM$196.4M
Discretionary$176.8M
Non-Disc.$19.6M
Employees6
Clients0
DateMar 2024
Total AUM$196.4M
Discretionary$176.8M
Non-Disc.$19.6M
Employees6
Clients0
DateNov 2023
Total AUM$170.8M
Discretionary$159.5M
Non-Disc.$11.3M
Employees6
Clients1
DateApr 2023
Total AUM$170.8M
Discretionary$159.5M
Non-Disc.$11.3M
Employees6
Clients1
DateMar 2023
Total AUM$170.8M
Discretionary$159.5M
Non-Disc.$11.3M
Employees6
Clients1
DateDec 2022
Total AUM$233.5M
Discretionary$154M
Non-Disc.$79.5M
Employees5
Clients0
DateNov 2022
Total AUM$233.5M
Discretionary$154M
Non-Disc.$79.5M
Employees5
Clients0
DateMar 2022
Total AUM$233.5M
Discretionary$154M
Non-Disc.$79.5M
Employees5
Clients0
DateJul 2021
Total AUM$198.2M
Discretionary$126.8M
Non-Disc.$71.4M
Employees5
Clients0
DateMar 2021
Total AUM$198.2M
Discretionary$126.8M
Non-Disc.$71.4M
Employees5
Clients0
DateOct 2020
Total AUM$177.4M
Discretionary$110.4M
Non-Disc.$67M
Employees5
Clients1
DateOct 2020
Total AUM$177.4M
Discretionary$110.4M
Non-Disc.$67M
Employees5
Clients1
DateJun 2020
Total AUM$177.4M
Discretionary$110.4M
Non-Disc.$67M
Employees5
Clients1
DateMar 2020
Total AUM$177.4M
Discretionary$110.4M
Non-Disc.$67M
Employees5
Clients1
DateNov 2019
Total AUM$137.2M
Discretionary$93.2M
Non-Disc.$44M
Employees6
Clients2
DateOct 2019
Total AUM$137.2M
Discretionary$93.2M
Non-Disc.$44M
Employees6
Clients2
DateJul 2019
Total AUM$137.2M
Discretionary$93.2M
Non-Disc.$44M
Employees6
Clients2
DateJun 2012
Total AUM$34.7M
Discretionary$32.6M
Non-Disc.$2.1M
Employees1
Clients26
DateApr 2012
Total AUM$34.7M
Discretionary$32.6M
Non-Disc.$2.1M
Employees1
Clients26
DateMar 2012
Total AUM$34.7M
Discretionary$32.6M
Non-Disc.$2.1M
Employees1
Clients26
DateMar 2012
Total AUM$34.7M
Discretionary$32.6M
Non-Disc.$2.1M
Employees1
Clients26
DateMar 2011
Total AUM$32.8M
Discretionary$30.8M
Non-Disc.$2M
Employees5
Clients--
DateMar 2011
Total AUM$32.8M
Discretionary$30.8M
Non-Disc.$2M
Employees5
Clients--
DateMar 2009
Total AUM$31.9M
Discretionary$19.3M
Non-Disc.$12.6M
Employees5
Clients--
DateMar 2009
Total AUM$36.3M
Discretionary$9.9M
Non-Disc.$26.4M
Employees5
Clients--
DateFeb 2009
Total AUM$36.3M
Discretionary$9.9M
Non-Disc.$26.4M
Employees5
Clients--
DateSep 2007
Total AUM$36.3M
Discretionary$9.9M
Non-Disc.$26.4M
Employees5
Clients--
DateMar 2007
Total AUM$126.9M
Discretionary$9M
Non-Disc.$117.9M
Employees5
Clients--
DateMar 2006
Total AUM$100.4M
Discretionary$9.4M
Non-Disc.$91M
Employees5
Clients--
DateSep 2005
Total AUM$81.2M
Discretionary$1.5M
Non-Disc.$79.7M
Employees5
Clients--
DateMar 2004
Total AUM$67.5M
Discretionary$150K
Non-Disc.$67.4M
Employees5
Clients--
DateMay 2002
Total AUM$59.5M
Discretionary$4.8M
Non-Disc.$54.7M
Employees5
Clients--