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CAPITAL FINANCIAL PLANNERS

SALEM, OR · CRD 310168 · IAPD ↗ · capfina.com · 503-585-1067

$284.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2025 — CAPITAL FINANCIAL PLANNERS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.