CAPITAL FINANCIAL, LLC
CRD #122844 SEC #801-132924 OLNEY, MD 301-260-8575
SEC Registered
Total AUM
$140.8M
Discretionary
$118.9M
Employees
1
Clients
--
Accounts
85
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Webb, James, Huey | I | PRINCIPAL AND CCO | E | Control |
Registrations
Federal
IA
May 5, 2025 REGISTERED
Notice Filings (1)
MD
Address
2943 OLNEY SANDY SPRING ROADSUITE A
OLNEY, MD 20832
United States
Phone: 301-260-8575