A complete list of active advisors currently associated with Capital Financial Management

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

Capital Financial Management serves individuals, high‑net‑worth clients, families, trusts, estates, retirement plans and business entities, offering coordinated financial plans, ongoing consulting, periodic investment reporting, and asset management. Like many peers, the firm provides portfolio management billed as a percentage of assets and also offers one‑time or hourly planning and consulting engagements. The firm relies primarily on fundamental analysis and asset‑allocation strategies and implements accounts on either a discretionary or non‑discretionary basis; as of December 31, 2025 it reported roughly equal discretionary and non‑discretionary AUM (approximately $35.30M discretionary and $34.36M non‑discretionary). Clients receive periodic monitoring and written reports (quarterly at a minimum for asset management clients), and the firm accommodates client‑directed brokerage and account restrictions. Notable differences from many peers include the principal’s active involvement in affiliated real‑estate brokerage and property management businesses and insurance producer activities, and the firm discloses it may receive commissions for insurance or real‑estate transactions, creating potential conflicts of interest. The brochure also highlights advice on less common holdings — interests in partnerships, private real estate, REITs and structured products — and the potential receipt of third‑party research or soft‑dollar benefits.

To learn more about the advisors currently working at Capital Financial Management, 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.