Capital Fiduciary Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$71,994,407
Total clients
37
81% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$1,945,795
About
Capital Fiduciary Advisors provides wealth advisory and portfolio management services to both individual and institutional clients, with a stated focus on high‑net‑worth individuals, associated trusts and estates, and entities such as pension and profit‑sharing plans. The firm also offers personal financial planning services that cover retirement, tax and cash‑flow planning, estate and college planning, and preparation of financial analyses.
The firm implements both discretionary and non‑discretionary programs and commonly recommends unaffiliated third‑party investment managers who are granted full trading authority, while Capital Fiduciary Advisors monitors manager performance and may recommend retention or replacement. Research and manager‑performance databases from custodians and vendors such as Charles Schwab and LPL Financial are used to support asset allocation and manager selection, and client objectives are established through interviews and questionnaires.
What is distinctive for a small independent adviser is that Capital Fiduciary Advisors manages assets for institutional clients (for example, pension and profit‑sharing plans) in addition to serving high‑net‑worth individuals, and it reports offering educational seminars or workshops alongside one‑on‑one planning. The firm emphasizes a formal due‑diligence process for selecting third‑party managers and leverages custodial relationships that provide institutional‑style reporting and operational support.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
Divorce financial planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fee arrangements for financial planning services negotiated with client
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $8,000,000: 0.65% $8,000,000 - $23,000,000: 0.50% $23,000,000+: 0.40%
Up to $250 per hour for financial planning services
Account minimum: None explicitly stated; however, fee tiers start from $0 assets under management Minimum fee: $10,000 minimum annual fee for wealth advisory services
Main office location
Capital Fiduciary Advisors
20130 Lakeview Center Plaza, Suite 400
Ashburn VA 20147, United States
Number of offices
1
Most active in
Capital Fiduciary Advisors has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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