Capital Financial, LLC
● SEC registered since 2025CRD 122844SEC# 801-132924Olney, MD
Reg. AUM
$159.4M
Employees
2
Accounts
82
Location
Olney, MD
Capital Financial, LLC assets under management
Capital Financial, LLC is an SEC-registered investment adviser based in Olney, MD. The firm has been registered since 2025. It reports $159.4 million in regulatory assets under management and employs 2 people.
Capital Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Huey Webb Control | Principal And Cco | Over 75% | 1985 |
Frequently asked questions
How much does Capital Financial, LLC manage?
Capital Financial, LLC reports $159.4 million in regulatory assets under management on its Form ADV.
How many employees does Capital Financial, LLC have?
Capital Financial, LLC reports 2 employees.
Where is Capital Financial, LLC located?
Capital Financial, LLC is based in Olney, MD and has been SEC-registered since 2025.
Does Capital Financial, LLC disclose fund performance?
Capital Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2943 Olney Sandy Spring Road, Suite a, Olney, MD 20832 |
| Phone | 301-260-8575 |
| Fax | 301-260-7798 |
| Office hours | 9:00a.m. 4:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159.4M▲ 13%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$159.4Mregulatory AUM
Discretionary $139.5MNon-discretionary $19.9M