CAPITAL FINANCIAL PLANNERS, LLC
Legal name: CAPITAL FINANCIAL PLANNERS
CRD #310168 SEC #801-119386 SALEM, OR 503-585-1067
SEC Registered
Total AUM
$243.7M
Discretionary
$243.7M
Employees
5
Clients
0
Accounts
569
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $243.7M | $243.7M | $0 | 5 | 0 |
| Mar 2025 | $243.7M | $243.7M | $0 | 5 | 0 |
| Mar 2024 | $215.9M | $215.9M | $0 | 5 | 0 |
| Mar 2023 | $204.3M | $204.3M | $0 | 4 | 0 |
| Mar 2022 | $222.7M | $222.7M | $0 | 4 | 0 |
| Feb 2021 | $186M | $186M | $0 | 4 | 0 |
| Nov 2020 | $168M | $168M | $0 | 4 | 0 |
| Nov 2020 | $168M | $168M | $0 | 4 | 0 |
| Oct 2020 | $0 | $0 | $0 | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 4 | 0 |
DateJun 2025
Total AUM$243.7M
Discretionary$243.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$243.7M
Discretionary$243.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$215.9M
Discretionary$215.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$204.3M
Discretionary$204.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0