# Capital Financial Planners

Capital Financial Planners is a Bank / Wealth / Trust based in Salem, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Salem, United States
- **Region:** North America
- **Address:** Salem, OR, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** capfina.com
- **LinkedIn:** https://www.linkedin.com/company/capital-financial-planners

## Regulatory record

- **CRD number:** 310168
- **SEC file number:** 801-119386
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310168

## About

Capital Financial Planners was established in 2005 and maintains its headquarters in Salem, Oregon. The firm delivers investment advisory services under a discretionary mandate. It offers portfolio management and financial planning to a client base that includes individuals and business entities. No specific asset-class allocations or named holdings appear in available records. The firm operates from a single disclosed location with no reported additional offices or team-size data. No operational events from the last 24 months are documented.

## Questions

### What services does Capital Financial Planners provide?

The firm offers discretionary asset management, portfolio management, and financial planning to individuals, high net worth individuals, and business entities.

### Where is Capital Financial Planners headquartered?

The firm is headquartered in Salem, Oregon.

## Related profiles

- [Capital Family Holdings](https://altss.com/profile/capital-family-holdings)
- [Capital Financiere agricole](https://altss.com/profile/capital-financiere-agricole)

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Last updated: 2026-07-08T21:34:21.889Z

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