Capitol Financial Consultants, Inc. logo

Capitol Financial Consultants, Inc.

Updated today

Client assets under management

$269,164,388

Clients

107

54% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

27

Low

Average account size

$2,515,555

About

Capitol Financial Consultants provides financial planning, investment advice, and investment supervisory services to individuals, high net worth clients, trusts, estates, charitable organizations and small businesses. In addition to investment management, the firm offers ancillary services such as tax return preparation, bookkeeping, accounting and bill‑paying services in support of its planning and advisory work.

The firm uses in‑house asset allocation models as a starting point, applies fundamental analysis and manager due diligence, and follows a primarily buy‑and‑hold approach with tactical adjustments based on market or manager developments. CFC manages accounts on both a discretionary and non‑discretionary basis and implements a broad set of strategies and instruments (including mutual funds, ETFs, options, futures, margin and limited partnership interests).

CFC is notable among similar team firms for operating a wrap fee program (its wrap accounts use the same fee schedule as non‑wrap accounts and the firm discloses the resulting conflicts of interest tied to trading and execution costs). Some associated persons are licensed insurance agents and the firm may receive commissions on insurance product sales (with less than five percent of firm time devoted to insurance), and it also provides bill‑paying services that in limited circumstances require access to client checking accounts.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting General tax planning Debt management General estate planning guidance Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Flat fees for planning and related services; negotiated based on complexity; $500 deposit nonrefundable after 5-day cancellation period

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Commissions

May receive commissions from insurance product sales; disclosed to clients

Project-based

$425 per hour for financial consulting and planning services

Other

Minimum fee: No minimum fee for services Fee-only: Comprehensive financial planning and asset management fees based on tiered percentage of gross income/capital at work or assets under management; flat fees negotiated; hourly consulting at $425/hour

Main office location

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

Mclean VA 22102, United States

Number of offices

1

Most active in

Maryland · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mikayla R

Series 65

Mclean, VA

Capitol Financial Consultants, Inc.

Mikayla Rodarte is a financial advisor at Capitol Financial Consultants, Inc. with one year of industry experience. She holds a Series 65 designation and has prior work experience at George Mason University and Westfield High School. Outside of her advisory role, she is the lead instructor and general manager at Kore Defense Industries, where she teaches martial arts and manages youth and women’s programs. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach with adjustments based on market conditions and offers ancillary services including tax preparation and business planning.

Cash flow / budgeting General tax planning Debt management General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Joshua S

Series 63, Series 65

Mclean, VA

Capitol Financial Consultants, Inc.

Joshua Stillman is a financial advisor with Capitol Financial Consultants, Inc. in McLean, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Capitol Financial Consultants since 2014. Outside of his advisory role, he serves as an adjunct professor at George Mason University, teaching a financial planning and wealth management capstone course. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach based on in-house asset allocation models and fundamental analysis, managing approximately $230 million in client assets with a four-advisor team.

Cash flow / budgeting General tax planning Debt management General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Jeffrey L

CFP®, ChFC®, Series 66

Mclean, VA

Capitol Financial Consultants, Inc.

Jeffrey Lippman is a CFP® and ChFC® with 19 years of experience in financial advising. He has been with Capitol Financial Consultants, Inc. since 2011, where he serves as a financial advisor focusing on comprehensive financial planning, asset allocation, and investment advice. Outside of his primary role, he is involved in the referral of group insurance products. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs in-house asset allocation models and a buy-and-hold investment strategy, utilizing fundamental analysis and manager interviews to guide portfolio management.

Cash flow / budgeting General tax planning Debt management General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Joel S

CFP®, Series 63

Mclean, VA

Capitol Financial Consultants, Inc.

Joel Stillman is a CFP® with 43 years of experience in the financial services industry. He is president and COO of Capitol Financial Consultants, Inc., and has held leadership roles at several firms including Sterling Wealth Management, Inc. and Capitol Securities Management, Inc. Outside of his advisory work, he serves as a basketball referee. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a buy-and-hold investment strategy based on in-house asset allocation models, fundamental analysis, and manager interviews, offering both discretionary and non-discretionary account management along with ancillary services such as tax preparation and business planning.

Cash flow / budgeting General tax planning Debt management General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
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