Capital Financial Planners, LLC
● SEC registered since 2020CRD 310168SEC# 801-119386Salem, OR
Reg. AUM
$284.8M
Employees
5
Accounts
575
Location
Salem, OR
Capital Financial Planners, LLC assets under management
Capital Financial Planners, LLC is an SEC-registered investment adviser based in Salem, OR. The firm has been registered since 2020. It reports $284.8 million in regulatory assets under management and employs 5 people.
Capital Financial Planners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barrigan William Nelson Control | Managing Member & Chief Compliance Officer | 50-75% | 2007 |
| Chad S. Campbell Control | Managing Member | 25-50% | 2016 |
| Danae N Johnson Control | Managing Member | 5-10% | 2026 |
Frequently asked questions
How much does Capital Financial Planners, LLC manage?
Capital Financial Planners, LLC reports $284.8 million in regulatory assets under management on its Form ADV.
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 Salem, OR and has been SEC-registered since 2020.
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 | 1640 Liberty St SE, Salem, OR 97302 |
| Phone | 503-585-1067 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$284.8M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$284.8Mregulatory AUM
Discretionary $284.8M