Capital Fiduciary Advisors, LLC

Capital Fiduciary Advisors, LLC (CRD# 153075) is a financial advisory firm headquartered in Reston, VA. They manage $462,577,620 in 893 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    463
    MILLION
  • Total Number of Accounts
    893
    ACCOUNTS
  • Average Account Value
    $518,004
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, TX, VA, WV

Financial Advisors at Capital Fiduciary Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Scott D. Dillie
CRD#: 5955708
1800 Robert Fulton Drive, Suite 110, Reston, VA 20191
93
Wealthminder
score

Scott Dillie (CRD# 5955708) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Reston, VA and has over 3 years of experience in the finance industry. Scott Dillie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul K. Jacobson
CRD#: 1420515
8 Stonecrest Drive, 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 19 years of experience in the finance industry.

3
Theodore F. Leasure
CRD#: 1890990
4720 Montgomery Lane, Suite 400, Bethesda, MD 20814
93
Wealthminder
score

Theodore Leasure (CRD# 1890990) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Bethesda, MD and has over 27 years of experience in the finance industry.

4
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 36 years of experience in the finance industry.

5
Elizabeth B. Wainwright
CRD#: 1145196
4720 Montgomery Lane, Suite 400, Bethesda, MD 20814
93
Wealthminder
score

Elizabeth Wainwright (CRD# 1145196) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Bethesda, MD and has over 25 years of experience in the finance industry.

6
Orathai Kuvareewong
CRD#: 5772419
1800 Robert Fulton Drive, Suite 110, Reston, VA 20191
90
Wealthminder
score

Orathai Kuvareewong (CRD# 5772419) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Reston, VA and has over 3 years of experience in the finance industry.

7
Daniel H. Saunders
CRD#: 6257252
1800 Robert Fulton Drive, Suite 110, Reston, VA 20191
89
Wealthminder
score

Daniel Saunders (CRD# 6257252) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Reston, VA and has over 3 years of experience in the finance industry.

8
John H. Wolff
CRD#: 1846627
1800 Robert Fulton Drive, Suite 110, Reston, VA 20191
66
Wealthminder
score

John Wolff (CRD# 1846627) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Reston, VA and has over 28 years of experience in the finance industry. John Wolff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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