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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Capital Financial Advisors, Inc. 13 years, 7 months Jan 2006 - Present
Capital Financial Advisors, Inc. 13 years, 8 months Dec 2005 - Present
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Chad Ryan Amerson?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 19, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Dec 2, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Capital Financial Advisors, Inc.

Last updated on April 3, 2017
    • $50.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 337
      Accounts
    • $148.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
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