CAPITAL FIDUCIARY ADVISORS, LLC

CRD #153075 SEC #801-72594 RESTON, VA 703-871-5969

SEC Registered

Total AUM

$147.2M

Discretionary

$130.9M

Employees

Clients

Accounts

358

Firm Details

Organization Type: Limited Liability Company
State of Formation: Virginia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 30, 2019
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
CHIN, SOTHARA, NMN	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA, NMN	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA, NMN	I	SVP AND CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA, NMN	I	SVP AND CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA, NMN	I	SVP AND CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA, NMN	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA, NMN	I	PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA, NMN	I	PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
CLARKE, MICHAEL, W	I	PRESIDENT	NA	Control
HARTLEY, DAVID, LEE	I	ACTING PRESIDENT	NA	Control
HARTLEY, DAVID, LEE	I	ACTING PRESIDENT	NA	Control
HARTLEY, DAVID, LEE	I	ACTING PRESIDENT	NA	Control
HARTLEY, DAVID, LEE	I	ACTING PRESIDENT	NA	Control
JACOBSON, PAUL, KIRSH	I	MANAGING DIRECTOR	NA	Control
JACOBSON, PAUL, KIRSH	I	MANAGING DIRECTOR	NA	Control
JACOBSON, PAUL, KIRSH	I	MANAGING DIRECTOR	NA	Control
LONG, MELISSA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
LONG, MELISSA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
LONG, MELISSA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCDONALD, BARTHOLOMEW, JOHN	I	CHIEF COMPLIANCE OFFICER	NA
MONTGOMERY, JOHN, EDWARD	I	MANAGING DIRECTOR/CIO	NA	Control
MONTGOMERY, JOHN, EDWARD	I	MANAGING DIRECTOR/CIO	NA	Control
MONTGOMERY, JOHN, EDWARD	I	MANAGING DIRECTOR/CIO	NA	Control
MONTGOMERY, JOHN, EDWARD	I	MANAGING DIRECTOR/CIO	NA	Control
MONTGOMERY, JOHN, EDWARD	I	MANAGING DIRECTOR/CIO	NA	Control
MONTGOMERY, JOHN, EDWARD	I	MANAGING DIRECTOR/CIO	NA	Control
MONTGOMERY, JOHN, EDWARD	I	MANAGING DIRECTOR/CIO	NA	Control
MONTGOMERY, JOHN, EDWARD	I	MANAGING DIRECTOR/CIO	NA	Control
MONTGOMERY, JOHN, EDWARD	I	MANAGING DIRECTOR/CIO	NA	Control
PHELPS, DEVEREAUX, JOHN	I	VICE PRESIDENT - DIRECTOR OF INVESTMENT STRATEGIES	NA	Control
RAMOS, MATTHEW, A	I	CHIEF COMPLIANCE OFFICER & DIRECTOR OF BUSINESS DEVELOPMENT	NA	Control
RAMOS, MATTHEW, A	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
SPAULDING, THURSTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPAULDING, THURSTON	I	MANAGING DIRECTOR	NA	Control
SPAULDING, THURSTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
WETMORE, JACOLYN, HELEN	I	DIRECTOR OF CLIENT STRATEGIES	NA	Control
WETMORE, JACOLYN, HELEN	I	DIRECTOR OF CLIENT STRATEGIES	NA	Control
WETMORE, JACOLYN, HELEN	I	VICE PRESIDENT AND DIRECTOR OF CLIENT STRATEGIES	NA	Control
WETMORE, JACOLYN, HELEN	I	DIRECTOR OF CLIENT STRATEGIES	NA	Control
WETMORE, JACOLYN, HELEN	I	VICE PRESIDENT AND DIRECTOR OF CLIENT STRATEGIES	NA	Control
WETMORE, JACOLYN, HELEN	I	VICE PRESIDENT AND DIRECTOR OF CLIENT STRATEGIES	NA	Control
WETMORE, JACOLYN, HELEN	I	VICE PRESIDENT - DIRECTOR OF CLIENT STRATEGIES	NA	Control
WETMORE, JACOLYN, HELEN	I	VICE PRESIDENT - DIRECTOR OF CLIENT STRATEGIES	NA	Control
WETMORE, JACOLYN, HELEN	I	VICE PRESIDENT - DIRECTOR OF CLIENT STRATEGIES	NA	Control
WETMORE, JACOLYN, HELEN	I	DIRECTOR OF CLIENT STRATEGIES	NA	Control
WETMORE, JACOLYN, HELEN	I	DIRECTOR OF CLIENT STRATEGIES	NA	Control
WILLIAMS, CHRIS	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
WILLIAMS, CHRIS	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
WILLIAMS, CHRIS	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
WILLIAMS, CHRIS	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
WILLIAMS, CHRIS	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
WILLIAMS, CHRIS	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
WILLIAMS, CHRIS	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
WILLIAMS, CHRIS	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
WILLIAMS, CHRIS	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
WILLIAMS, CHRIS	I	DIRECTOR OF BUSINESS DEVELOPMENT	NA
WOLFF, JOHN, HARRY	I	CHIEF EXECUTIVE OFFICER	NA	Control
WOLFF, JOHN, HARRY	I	CHIEF EXECUTIVE OFFICER	NA	Control
WOLFF, JOHN, HARRY	I	CEO & MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
WOLFF, JOHN, HARRY	I	CEO & MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
WOLFF, JOHN, HARRY	I	CEO & MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
WOLFF, JOHN, HARRY	I	CEO & MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
WOLFF, JOHN, HARRY	I	CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR	NA	Control
WOLFF, JOHN, HARRY	I	CEO & MANAGING DIRECTOR	NA	Control
WOLFF, JOHN, HARRY	I	CEO & MANAGING DIRECTOR	NA	Control
WOLFF, JOHN, HARRY	I	CEO & MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
WOLFF, JOHN, HARRY	I	CEO & MANAGING DIRECTOR	NA	Control
WOLFF, JOHN, HARRY	I	CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR	NA	Control
WOLFF, JOHN, HARRY	I	CEO & MANAGING DIRECTOR	NA	Control
WOLFF, JOHN, HARRY	I	CEO & MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
WOLFF, JOHN, HARRY	I	CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR	NA	Control
WOLFF, JOHN, HARRY	I	CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR	NA	Control
WOLFF, JOHN, HARRY	I	CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR	NA	Control
WOLFF, JOHN, HARRY	I	CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR	NA	Control
WOLFF, JOHN, HARRY	I	CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR	NA	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
ACCESS NATIONAL BANK	DE	MEMBER	E	Control
UNION BANK & TRUST	DE	MEMBER	E	Control
UNION BANK & TRUST	DE	MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
ACCESS NATIONAL CORPORATION	DE	ACCESS NATIONAL BANK	E
UNION BANKSHARES CORPORATION	DE	UNION BANK & TRUST	E
UNION BANKSHARES CORPORATION	DE	UNION BANK & TRUST	E

Registrations

Federal

Apr 30, 2019 REGISTERED

Notice Filings (7)

DC MD NC SC TX VA WV

Address

1800 ROBERT FULTON DRIVE
SUITE 110
RESTON, VA 20191
United States

Phone: 703-871-5969