A complete list of active advisors currently associated with Capital Financial Group, Inc.

Warmer can help you find a great advisor at Capital Financial Group, Inc. or one who fits your needs even better.

Capital Financial Group provides investment management, financial planning, and pension consulting to individual clients (including high‑net‑worth households) as well as retirement plans and other entities. The firm operates with a small adviser team supporting discretionary portfolio management alongside ongoing planning services; it also offers a basic financial plan to new clients at no additional charge. The firm’s investment approach is tailored to each client and can include both fundamental and technical analysis, long‑ and short‑term trading, and use of options, margin, and short sales where suitable. Capital Financial Group discloses that it may employ derivative strategies and options contracts in managed accounts and may engage in short‑term trading when appropriate to clients’ objectives. Noteworthy features in the brochure include the firm’s provision of proprietary model portfolios to unaffiliated advisers (outsourced CIO services) and the disclosure of transition support from LPL Financial in the form of a seven‑year forgivable loan tied to custodial business. The brochure also directs readers to its public ADV (CRD#111709) and other public materials where the firm references third‑party ratings, and it discloses that some advising personnel are licensed insurance agents who may receive commission income.

To learn more about the advisors currently working at Capital Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.