Capital Financial Consultants Group, Inc.

Capital Financial Consultants Group, Inc. (CRD# 133657) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $230,782,028 in 1,458 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
31461 Rancho Viejo Road, Suite 104, San Juan Capistrano, CA 92675
https://twitter.com/capitalfincg
By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    1,458
    ACCOUNTS
  • Average Account Value
    $158,287
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, OR

Financial Advisors at Capital Financial Consultants Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Tyler Goglia, financial advisor San Juan Capistrano CA
Tyler W. Goglia
CRD#: 7202436
31461 Rancho Viejo Road, Suite 104, San Juan Capistrano, CA 92675

Tyler Goglia (CRD# 7202436) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in San Juan Capistrano, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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