Capital Financial Advisory Group, LLC logo

Capital Financial Advisory Group, LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

Capital Financial Advisory Group serves individuals and families—including many planning for retirement—as well as businesses, charities, and small pension clients. The firm provides financial planning and advisory services and implements investment recommendations by referring clients to selected third‑party managers and pooled investment products, with roughly $49 million invested on third‑party platforms as of December 31, 2025.

The firm’s process begins with a customized financial plan and can include ongoing monitoring and adjustment of third‑party manager portfolios; Capital does not take custody or direct investment discretion over client assets. Financial planning is offered under hourly and flat‑fee arrangements, and the firm uses tools such as standard deviation analysis while recommending actively managed products and, when appropriate, insurance-based retirement solutions.

Noteworthy aspects include that multiple advisers and some staff are licensed insurance producers and the firm acts as a solicitor/promoter for a small set of third‑party managers, receiving referral or promoter fees rather than charging a direct percentage‑of‑assets advisory fee itself. The brochure also discloses the founder’s national media presence and other affiliated business activities, and it identifies the resulting conflicts of interest (insurance commissions and referral fees) so clients can evaluate those relationships.

Client services

Financial planning Selection of other advisers

Expertise

General retirement planning Retirement income strategy General tax planning Annuities

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Fee options

Fixed

Flat fee $1,499 for financial planning (6 to 10 hours)

Commissions

Commissions received from sale of insurance products; paid by underwriters; usual and customary

Project-based

Hourly rate negotiable up to $299/hour; typically $500 to $1,499 total depending on complexity

Other

Account minimum: $100,000 Fee-only: Hourly rate negotiable up to $299/hour; flat fee $1,499 for financial planning

Main office location

Capital Financial Advisory Group, LLC

1500 Town Side Drive, Suite 201

Apex NC 27502, United States

Number of offices

1

Most active in

North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Peter D

Series 63, Series 65

Apex, NC

Capital Financial Advisory Group, LLC

Peter D'arruda is a financial advisor with Capital Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at multiple firms including Sofos Investments, EQIS Capital Management, Payne Capital Management, and Global Financial Private Capital. In addition to his advisory work, he devotes significant time to producing financial radio shows aimed at financial professionals and others on various topics. He is also a licensed life insurance agent in North Carolina and offers life insurance and annuities as part of his client services. Capital Financial Advisory Group primarily serves individuals and families preparing for retirement, including high-net-worth households, small pension plans, and charitable entities. The firm provides financial planning and advisory services, referring clients to third-party managers for portfolio management, and incorporates insurance and annuity products into its offerings.

General retirement planning Retirement income strategy General tax planning Annuities
user avatar

Matthew S

Series 66

Apex, NC

Capital Financial Advisory Group, LLC

Matthew Scuderi is a financial advisor at Capital Financial Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Foundations Investment Advisors and Equitable Advisors. Outside of his advisory role, he is also active as an insurance producer, reviewing and proposing insurance and annuity solutions. Capital Financial Advisory Group serves individuals and families preparing for retirement, including high-net-worth households, small pension plans, and charitable entities. The firm provides customized financial planning and advisory services, referring clients to third-party asset managers for portfolio management while also distributing insurance and annuity products.

General retirement planning Retirement income strategy General tax planning Annuities
user avatar

Bryson K

Series 65

Apex, NC

Capital Financial Advisory Group, LLC

Bryson King is a financial advisor at Capital Financial Advisory Group, LLC with a Series 65 designation and six years of industry experience. He has previously worked at Duckworth's and Zunzibar before joining Capital Financial and Insurance, LLC. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients by providing financial planning and advisory services. The firm refers clients to selected third-party managers and pooled investment products, focusing on customized financial plans and ongoing portfolio monitoring without taking custody of client assets.

General retirement planning Retirement income strategy General tax planning Annuities
user avatar

Parker H

ChFC®, Series 66

Apex, NC

Capital Financial Advisory Group, LLC

Parker Holland is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Sofos Investments, Inc., EQIS Capital Management, Inc., Capital Financial Advisory Group, LLC, and World Equity Group. Holland is also a licensed independent insurance agent in North Carolina, integrating insurance products into financial plans. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm offers portfolio management, financial planning, education workshops, and sub-advisory arrangements through a network of affiliated offices and licensed representatives.

General retirement planning Retirement income strategy General tax planning Annuities
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