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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 11, 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 |
|---|---|---|---|---|
| FISHER, JEFF, DEAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, JEFF, DEAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, JEFF, DEAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, JEFF, DEAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, JEFF, DEAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, JEFF, DEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FISHER, JEFF, DEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FISHER, JEFF, DEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FISHER, JEFF, DEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FISHER, JEFF, DEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FISHER, JEFF, DEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FISHER, JEFF, DEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FISHER, JEFF, DEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FISHER, JEFF, DEAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| FISHER, JEFF, DEAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STECKLER, LARRY, JEROME | I | PRESIDENT | C | Control |
| STECKLER, LARRY, JEROME | I | PRESIDENT | C | Control |
| STECKLER, LARRY, JEROME | I | PRESIDENT | C | Control |
| STECKLER, LARRY, JEROME | I | PRESIDENT | C | Control |
| STECKLER, LARRY, JEROME | I | PRESIDENT | C | Control |
| STECKLER, LARRY, JEROME | I | PRESIDENT | C | Control |
| STECKLER, LARRY, JEROME | I | PRESIDENT | C | Control |
| STECKLER, LARRY, JEROME | I | PRESIDENT | C | Control |
| STECKLER, LARRY, JEROME | I | PRESIDENT | C | Control |
| STECKLER, LARRY, JEROME | I | PRESIDENT | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF FINANCIAL OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF FINANCIAL OFFICER | C | Control |
Registrations
Federal
IA
Jul 11, 2025 REGISTERED
Notice Filings (5)
AZ CA FL ID OR
Address
31461 RANCHO VIEJO ROADSUITE 104
SAN JUAN CAPISTRANO, CA 92675
United States
Phone: 949-248-8800