Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc. (CRD# 109800) is a financial advisory firm headquartered in Mclean, VA. They manage $90,928,475 in 213 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $426,894
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MD, VA

Financial Advisors at Capitol Financial Consultants, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey R. Lippman
CRD#: 5124838
8180 Greensboro Drive, Suite 1150, Mclean, VA 22102
96
Wealthminder
score

Jeffrey Lippman (CRD# 5124838) is an Investment Advisor Representative working at Capitol Financial Consultants, Inc. in Mclean, VA and has over 10 years of experience in the finance industry. Jeffrey Lippman 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
Joel E. Stillman
CRD#: 1066690
8180 Greensboro Drive, Suite 1150, Mclean, VA 22102
93
Wealthminder
score

Joel Stillman (CRD# 1066690) is an Investment Advisor Representative working at Capitol Financial Consultants, Inc. in Mclean, VA and has over 34 years of experience in the finance industry.

3
Joshua D. Stillman
CRD#: 6421604
8180 Greensboro Drive, Suite 1150, Mclean, VA 22102
88
Wealthminder
score

Joshua Stillman (CRD# 6421604) is an Investment Advisor Representative working at Capitol Financial Consultants, Inc. in Mclean, VA and has over 2 years of experience in the finance industry.

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