Capital Financial Planners LLC
● SEC registered since 2026CRD 341222SEC# 801-136500Chevy Chase, MD
Reg. AUM
—
Employees
5
Accounts
—
Location
Chevy Chase, MD
About Capital Financial Planners
Capital Financial Partners, presenting through Capital Financial Planners branding, specializes in retirement planning for federal and former federal employees. Services coordinate pensions, TSP, taxes, Medicare decisions, investment management, and estate planning, with comprehensive planning also available to non-federal clients.
Summary based on the firm’s website.
Capital Financial Planners LLC assets under management
Capital Financial Planners LLC operates as an SEC-registered investment adviser based in Chevy Chase, MD. The firm has been registered since 2026. It employs 5 people.
Capital Financial Planners LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Neil Arthur Cain Control | President & Founder, Cco | Over 75% | 2026 |
Frequently asked questions
How many employees does Capital Financial Planners LLC have?
Capital Financial Planners LLC reports 5 employees.
Where is Capital Financial Planners LLC located?
Capital Financial Planners LLC is based in Chevy Chase, MD and has been SEC-registered since 2026.
Does Capital Financial Planners LLC disclose fund performance?
Capital Financial Planners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4445 Willard Avenue, Suite 600, Chevy Chase, MD 20815 |
| Phone | (240)316-3956 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 62%
More than 38% of 16,799 advisers