firm profile
Capital Financial Group, Inc.
Overview
Capital Financial Group, Inc. is an SEC registered investment adviser based in Littleton, CO, registered since 2012. It reports $237M in assets under management across 667 accounts, with 5 employees. It has 3 investment adviser representatives.
- Reported AUM
- $237M
- Discretionary
- 92%
- Accounts
- 667
- Average account
- $356K
- Employees
- 5
- Advisory reps
- 3
- Registered since
- 2012
- Jurisdictions
- 5
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Alexander Adrian Leonida Chief Executive Officer CRD 5429993
- Leah Priscilla Hlewko Chief Compliance Officer, Operations Manager CRD 6599978
Advisory reps 3 of 3
- Brooks Jamison Adams Investment Adviser Rep CRD 8186491
- Amel J Guigli Insurance Agent · Investment Adviser Rep CRD 715323
- Alexander Adrian Leonida Insurance Agent · Investment Adviser Rep CRD 5429993
Location
- Headquarters
- 13986 W Bowles Ave Ste 200
Littleton, CO 80127 - County
- Jefferson
- Metro area
- Denver-Aurora-Lakewood, CO
- Region
- West
Registrations
- SEC registered
- Registered in 5 jurisdictions
- Website: cfgfinancialplanning.com
Every state, with registration dates
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