Capital Fiduciary Advisors

Overview

Capital Fiduciary Advisors was founded in 2010 and is based in Ashburn, Virginia, in Loudoun County. It as an investment adviser, providing financial planning, investment consulting, and wealth management services. The firm's client disclosures indicate it serves individuals, high-net-worth families, non-profit entities, and institutional investors. It operates without the backing of a parent bank or a large aggregator platform, which places it among the independent advisory practices in the greater Washington, D.C. metro area. The firm's stated strategy centers on building portfolios using a mix of asset classes that typically include equities, fixed income, and mutual funds, with allocations tailored to each client's stated risk tolerance. It offers both discretionary management, where it makes buy-and-sell decisions on the client's behalf, and non-discretionary consulting, where it advises but requires client approval to trade. Specific portfolio concentrations, performance data, and named holdings are not part of the firm's public regulatory filings. The firm maintains a single office in Ashburn and has not disclosed its total assets under management, number of clients, or staff headcount in any publicly accessible regulatory amendment or third-party ranking as of early 2026. No affiliated foundations, real-asset arms, or co-investment vehicles have been identified. There is no record of recent regulatory actions or material business events in the last 24 months. This architecture is common for wealth managers that prioritize planning over proprietary product manufacturing, though without disclosed scale, the firm's ability to access institutional-grade alternative investments or negotiate fee breaks for smaller clients remains an open question.