A complete list of active advisors currently associated with Capitol Financial Consultants, Inc.

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

Capitol Financial Consultants provides financial planning, investment advice, and investment supervisory services to individuals, high net worth clients, trusts, estates, charitable organizations and small businesses. In addition to investment management, the firm offers ancillary services such as tax return preparation, bookkeeping, accounting and bill‑paying services in support of its planning and advisory work. The firm uses in‑house asset allocation models as a starting point, applies fundamental analysis and manager due diligence, and follows a primarily buy‑and‑hold approach with tactical adjustments based on market or manager developments. CFC manages accounts on both a discretionary and non‑discretionary basis and implements a broad set of strategies and instruments (including mutual funds, ETFs, options, futures, margin and limited partnership interests). CFC is notable among similar team firms for operating a wrap fee program (its wrap accounts use the same fee schedule as non‑wrap accounts and the firm discloses the resulting conflicts of interest tied to trading and execution costs). Some associated persons are licensed insurance agents and the firm may receive commissions on insurance product sales (with less than five percent of firm time devoted to insurance), and it also provides bill‑paying services that in limited circumstances require access to client checking accounts.

To learn more about the advisors currently working at Capitol Financial Consultants, 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.