Capital Financial Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Flat fee $1,499 for financial planning (6 to 10 hours)
Commissions received from sale of insurance products; paid by underwriters; usual and customary
Hourly rate negotiable up to $299/hour; typically $500 to $1,499 total depending on complexity
Account minimum: $100,000 Fee-only: Hourly rate negotiable up to $299/hour; flat fee $1,499 for financial planning
Main office
1500 Town Side Drive, Suite 201
Apex NC 27502
Advisors at this office
4
Most active in
North Carolina
Also doing business as
Capital Financial & Insurance · Capital Financial Advisory Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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 15 years of industry experience. He previously worked at Sofos Investments, Inc., EQIS Capital Management, Inc., Payne Capital Management, LLC, and Global Financial Private Capital, LLC. In addition to his advisory work, he hosts financial radio shows aimed at financial professionals and CPAs, dedicating significant time to media-related activities. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients by providing financial planning and advisory services. The firm emphasizes customized financial plans and implements investment recommendations through selected third-party managers, offering ongoing monitoring without taking custody or direct investment discretion over client assets.
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.
Bryson K
Series 65
Apex, NC
Capital Financial Advisory Group, LLC
Bryson King is a financial advisor at Capital Financial Advisory Group, LLC, holding a Series 65 credential. He has two years of industry experience, including prior roles at Capital Financial and Insurance, LLC, Zunzibar, and Duckworth's. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients with financial planning and advisory services. The firm refers clients to third-party managers and pooled investment products, focusing on customized financial plans and ongoing portfolio monitoring without taking custody or direct discretion over assets.
Parker H
ChFC®, Series 66
Apex, NC
Capital Financial Advisory Group, LLC
Parker Holland is a financial advisor at Capital Financial Advisory Group, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work history includes roles at Sofos Investments, Inc., EQIS Capital Management, Inc., and World Equity Group, Inc. Holland is also a licensed independent insurance agent in North Carolina, incorporating insurance products as part of his financial planning. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients by providing financial planning and advisory services. The firm uses a customized planning process and refers clients to select third-party managers without taking custody or direct investment discretion of assets.
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