Capital Fiduciary Advisors, LLC

Capital Fiduciary Advisors, LLC (CRD# 153075) is a financial advisory firm headquartered in Reston, VA. They manage $509,227,175 in 879 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    509
    MILLION
  • Total Number of Accounts
    879
    ACCOUNTS
  • Average Account Value
    $579,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, NC, SC, TX, VA, WV

Financial Advisors at Capital Fiduciary Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul K. Jacobson
CRD#: 1420515
1108 Third Avenue, Suite 304, Huntington, WV 25701
93
Wealthminder
score

Paul Jacobson (CRD# 1420515) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Huntington, WV and has over 21 years of experience in the finance industry.

2
John E. Montgomery
CRD#: 808621
1800 Robert Fulton Drive, Suite 110, Reston, VA 20191
93
Wealthminder
score

John Montgomery (CRD# 808621) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Reston, VA and has over 37 years of experience in the finance industry.

3
Thurston Spaulding
CRD#: 4602728
665 South Washington Street, Alexandria, VA 22314
93
Wealthminder
score

Thurston Spaulding (CRD# 4602728) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Alexandria, VA and has over 15 years of experience in the finance industry.

4
Daniel H. Saunders
CRD#: 6257252
1800 Robert Fulton Drive, Suite 110, Reston, VA 20191
90
Wealthminder
score

Daniel Saunders (CRD# 6257252) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Reston, VA and has over 4 years of experience in the finance industry.

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