CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
CRD #133657 SEC #801-113545 SAN JUAN CAPISTRANO, CA 949-248-8800
SEC Registered
Total AUM
$42M
Discretionary
$42M
Employees
5
Clients
51
Accounts
250
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $42M | $42M | $0 | 5 | 0 |
| Jun 2025 | $42M | $42M | $0 | 5 | 0 |
| May 2025 | $42M | $42M | $0 | 5 | 0 |
| Mar 2025 | $42M | $42M | $0 | 5 | 0 |
| Mar 2024 | $230.8M | $230.8M | $0 | 12 | 0 |
| Apr 2023 | $177.6M | $177.6M | $0 | 12 | 8 |
| Mar 2023 | $177.6M | $177.6M | $0 | 12 | 8 |
| Mar 2022 | $187.5M | $187.5M | $0 | 12 | 7 |
| Mar 2021 | $128.9M | $128.9M | $0 | 11 | 5 |
| Sep 2020 | $94.7M | $94.7M | $0 | 11 | 5 |
| Jun 2020 | $94.7M | $94.7M | $0 | 11 | 5 |
| Mar 2020 | $94.7M | $94.7M | $0 | 11 | 5 |
| Mar 2019 | $133.9M | $133.9M | $0 | 18 | 5 |
| Jun 2018 | $116.9M | $116.9M | $0 | 12 | 5 |
DateJul 2025
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees12
Clients0
DateApr 2023
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees12
Clients8
DateMar 2023
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees12
Clients8
DateMar 2022
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees12
Clients7
DateMar 2021
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees11
Clients5
DateSep 2020
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees11
Clients5
DateJun 2020
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees11
Clients5
DateMar 2020
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees11
Clients5
DateMar 2019
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees18
Clients5
DateJun 2018
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees12
Clients5