Capital Financial Planners LLC: applying for SEC registration, Chevy Chase, MD
Capital Financial Planners LLC (Chevy Chase, Maryland): applying for SEC registration, Chevy Chase, MD. Dated 142 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 11 related MD NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Capital Financial Planners LLC |
| Legal name | Capital Financial Planners LLC |
| CRD | 341222 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-06-15 |
| Latest Form ADV filing | 2026-05-15 |
| Location | Chevy Chase, MD, United States |
| Employees | 5 |
| Website | https://www.capitalfinancialplanners.com/ |
| Peer records CSV (12 MD records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Capital Financial Planners LLC and 12 Maryland peers
- Maryland NewRiaPulse records like this one: 12
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Maryland peer: $2,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Capital Financial Planners LLC in Chevy Chase, Maryland?
Capital Financial Planners LLC applied for SEC registration as an investment adviser (2026-06-15), based in Chevy Chase, MD.
How does Capital Financial Planners LLC compare to other Maryland NewRiaPulse records?
It is 142 days old; check the official source for later updates before acting.
Capital Financial Planners LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Capital Financial Planners LLC | Chevy Chase, MD | 2026-06-15 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.