Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc. is a registered investment adviser located in McLean, VA, established in 1987. The firm, owned by Joel E. Stillman, specializes in providing financial planning, investment advice, and supervisory services to individuals, businesses, and personal trusts. Services include financial planning, cash flow planning, tax planning, debt management, retirement planning, and investment counseling. Clients can impose restrictions on investments, and recommendations cover various securities such as money market funds, stocks, bonds, and mutual funds. Investment strategies include long-term and short-term purchases, trading, short sales, margin transactions, and option writing. CFC manages client assets on both discretionary and non-discretionary bases, with $230,465,485 managed on a discretionary basis as of 12/31/2024. Fees are based on a percentage of assets under supervision, a flat fee, or an hourly rate, with no minimum fee. The firm acts as a fiduciary, providing continuous, unbiased advice in clients' best interests. Clients receive quarterly account reviews and have the option to use Charles Schwab & Co., Inc. as a custodian. CFC does not charge performance-based fees and does not vote proxies on behalf of clients.