Capital Region Financial Group, LLC

Capital Region Financial Group, LLC (CRD# 154990) is a financial advisory firm headquartered in Folsom, CA. They manage $132,600,000 in 189 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $701,587
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA

Financial Advisors at Capital Region Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Melissa M. Yano
CRD#: 6297372
620 Coolidge Drive, Suite 180, Folsom, CA 95630
90
Wealthminder
score

Melissa Yano (CRD# 6297372) is an Investment Advisor Representative working at Capital Region Financial Group, LLC in Folsom, CA and has 1 year of experience in the finance industry. Melissa Yano 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
Ellwood L. Jones
CRD#: 1926973
620 Coolidge Drive, Suite 180, Folsom, CA 95630
83
Wealthminder
score

Ellwood Jones (CRD# 1926973) is an Investment Advisor Representative working at Capital Region Financial Group, LLC in Folsom, CA and has over 25 years of experience in the finance industry.

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