CAPITOL FINANCIAL CONSULTANTS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $269.2M |
| Discretionary | $269.0M100% of AUM |
| Non-Discretionary | $132K |
| Client Accounts | 417 |
| Avg Account Size | $645K |
| Employees | 4 |
| Peak AUM | $269.2MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $269M | +16.7% | +16.5% | +7.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $269.2M |
| Discretionary | $269.0M |
| Employees | 4 |
| Client Accounts | 417 |
| Client Range | 51-100 |
Contact & Location
Address
8180 GREENSBORO DRIVE
MCLEAN VA 22102
Phone
703-821-2000
Filing History
47 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$269M
100.0% of AUM
Non-Discretionary
$132,351
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution