Active
CAPITAL FINANCIAL PLANNERS
Investment Advice|SALEM, OR
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$243.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 243.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 310168 |
| SEC Number | 801-119386 |
| Street Address | 1640 LIBERTY ST SE |
| Location | SALEM, OR 97302 |
| Country | United States |
| Phone | 503-585-1067 |
| Total Employees | 5 |
Client Count by Type (220 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 132 |
| High Net Worth Individual… | 88 |
Community Partners
CITY OF AUMSVILLE
CITY OF AURORA
CITY OF DETROIT
CITY OF DONALD
CITY OF GATES
CITY OF GERVAIS
CITY OF HUBBARD
CITY OF IDANHA
CITY OF JEFFERSON
CITY OF KEIZER
CITY OF MOUNT ANGEL
CITY OF SALEM
CITY OF SCOTTS MILLS
CITY OF SILVERTON
CITY OF ST PAUL
CITY OF SUBLIMITY
CITY OF TURNER
CITY OF WOODBURN
COUNTY OF MARION
CITY OF AUMSVILLE
CITY OF AURORA
CITY OF DETROIT
CITY OF DONALD
CITY OF GATES
CITY OF GERVAIS
CITY OF HUBBARD
CITY OF IDANHA
CITY OF JEFFERSON
CITY OF KEIZER
CITY OF MOUNT ANGEL
CITY OF SALEM
CITY OF SCOTTS MILLS
CITY OF SILVERTON
CITY OF ST PAUL
CITY OF SUBLIMITY
CITY OF TURNER
CITY OF WOODBURN
COUNTY OF MARION
CITY OF AUMSVILLE
CITY OF AURORA
CITY OF DETROIT
CITY OF DONALD
CITY OF GATES
CITY OF GERVAIS
CITY OF HUBBARD
CITY OF IDANHA
CITY OF JEFFERSON
CITY OF KEIZER
CITY OF MOUNT ANGEL
CITY OF SALEM
CITY OF SCOTTS MILLS
CITY OF SILVERTON
CITY OF ST PAUL
CITY OF SUBLIMITY
CITY OF TURNER
CITY OF WOODBURN
COUNTY OF MARION
Municipal Government
19 Active
19
Organizations
AUMSVILLE RURAL FIRE PROTECTION DISTRICT
AURORA AIRPORT WATER CONTROL DISTRICT
AURORA RURAL FIRE PROTECTION DISTRICT 63
CHATEAU RANCHETTES STREET LIGHTING DISTRICT
DRAKES CROSSING RURAL FIRE PROTECTION DISTRICT
EAST VALLEY IRRIGATION DISTRICT
EAST VALLEY WATER DISTRICT
GATES RURAL FIRE PROTECTION DISTRICT
HOUSING AUTHORITY OF CITY OF SALEM
HUBBARD RURAL FIRE PROTECTION DISTRICT
IDANHA-DETROIT RURAL FIRE PROTECTION DISTRICT
JEFFERSON PARK AND RECREATION DISTRICT
JEFFERSON RURAL FIRE PROTECTION
JEFFERSON RURAL FIRE PROTECTION DISTRICT
KEIZER RURAL FIRE PROTECTION DISTRICT
LAKE LABISH WATER CONTROL DISTRICT
MARION AREA MULTIAGENCY EMERGENCY TELECOMMUNICATIONS [METCOM]
MARION COUNTY FIRE PROTECTION DISTRICT 1
MARION COUNTY SOIL AND WATER CONSERVATION DISTRICT
MARION SOIL AND WATER CONSERVATION DISTRICT
AUMSVILLE RURAL FIRE PROTECTION DISTRICT
AURORA AIRPORT WATER CONTROL DISTRICT
AURORA RURAL FIRE PROTECTION DISTRICT 63
CHATEAU RANCHETTES STREET LIGHTING DISTRICT
DRAKES CROSSING RURAL FIRE PROTECTION DISTRICT
EAST VALLEY IRRIGATION DISTRICT
EAST VALLEY WATER DISTRICT
GATES RURAL FIRE PROTECTION DISTRICT
HOUSING AUTHORITY OF CITY OF SALEM
HUBBARD RURAL FIRE PROTECTION DISTRICT
IDANHA-DETROIT RURAL FIRE PROTECTION DISTRICT
JEFFERSON PARK AND RECREATION DISTRICT
JEFFERSON RURAL FIRE PROTECTION
JEFFERSON RURAL FIRE PROTECTION DISTRICT
KEIZER RURAL FIRE PROTECTION DISTRICT
LAKE LABISH WATER CONTROL DISTRICT
MARION AREA MULTIAGENCY EMERGENCY TELECOMMUNICATIONS [METCOM]
MARION COUNTY FIRE PROTECTION DISTRICT 1
MARION COUNTY SOIL AND WATER CONSERVATION DISTRICT
MARION SOIL AND WATER CONSERVATION DISTRICT
AUMSVILLE RURAL FIRE PROTECTION DISTRICT
AURORA AIRPORT WATER CONTROL DISTRICT
AURORA RURAL FIRE PROTECTION DISTRICT 63
CHATEAU RANCHETTES STREET LIGHTING DISTRICT
DRAKES CROSSING RURAL FIRE PROTECTION DISTRICT
EAST VALLEY IRRIGATION DISTRICT
EAST VALLEY WATER DISTRICT
GATES RURAL FIRE PROTECTION DISTRICT
HOUSING AUTHORITY OF CITY OF SALEM
HUBBARD RURAL FIRE PROTECTION DISTRICT
IDANHA-DETROIT RURAL FIRE PROTECTION DISTRICT
JEFFERSON PARK AND RECREATION DISTRICT
JEFFERSON RURAL FIRE PROTECTION
JEFFERSON RURAL FIRE PROTECTION DISTRICT
KEIZER RURAL FIRE PROTECTION DISTRICT
LAKE LABISH WATER CONTROL DISTRICT
MARION AREA MULTIAGENCY EMERGENCY TELECOMMUNICATIONS [METCOM]
MARION COUNTY FIRE PROTECTION DISTRICT 1
MARION COUNTY SOIL AND WATER CONSERVATION DISTRICT
MARION SOIL AND WATER CONSERVATION DISTRICT
Special District
41 Active
41
Organizations
CASCADE SCHOOL DISTRICT 5
CHEMEKETA CMTY COLLEGE
COUNTY OF MARION SCHOOL DISTRICT 91
GERVAIS SCHOOL DIST 1
JEFFERSON SCH DIST 14J
MT ANGEL SCH DIST 91
NORTH MARION SCH DIST 15
NORTH SANTIAM SD 29 J
SALEM KEIZER SCH DIST 24J
SILVER FALLS SCHOOL DISTRICT 4J
ST PAUL SCH DIST 45
WILLAMETTE EDUCATION SERVICE DISTRICT
WOODBURN SCH DIST 103
CASCADE SCHOOL DISTRICT 5
CHEMEKETA CMTY COLLEGE
COUNTY OF MARION SCHOOL DISTRICT 91
GERVAIS SCHOOL DIST 1
JEFFERSON SCH DIST 14J
MT ANGEL SCH DIST 91
NORTH MARION SCH DIST 15
NORTH SANTIAM SD 29 J
SALEM KEIZER SCH DIST 24J
SILVER FALLS SCHOOL DISTRICT 4J
ST PAUL SCH DIST 45
WILLAMETTE EDUCATION SERVICE DISTRICT
WOODBURN SCH DIST 103
CASCADE SCHOOL DISTRICT 5
CHEMEKETA CMTY COLLEGE
COUNTY OF MARION SCHOOL DISTRICT 91
GERVAIS SCHOOL DIST 1
JEFFERSON SCH DIST 14J
MT ANGEL SCH DIST 91
NORTH MARION SCH DIST 15
NORTH SANTIAM SD 29 J
SALEM KEIZER SCH DIST 24J
SILVER FALLS SCHOOL DISTRICT 4J
ST PAUL SCH DIST 45
WILLAMETTE EDUCATION SERVICE DISTRICT
WOODBURN SCH DIST 103
School District
13 Active
13
Organizations
1STOP LEARNING
1ST OREGON VOLUNTEER INFANTRY
460 EVERGREEN
463 BASEBALL
54TH NATIONAL SQUARE DANCE CONVENTION
56 HERMES
62ND COURT MUTUAL WATER COMPANY
911 PCEA
ABIQUA SCHOOL FOUNDATION
ACCESS TECHNOLOGIES INC
ACCION POLITICA PCUNISTA DBA PCUN
ACF CHEFS DE CUISINE SOCIETY OF OREGON
ACMNWR
ACORN KIDS INTERNATIONAL CHARITIES
ACORN KIDS INTERNATIONAL CHARITIES
ACTION FOR SERVICES TO OREGON'S OLDER ADULTS AND PEOPLE WITH DISABILITIES
ADDYSE LANE PALAGYI NATURE CENTER AND PRESERVE
ADONAI RESOURCES
ADVANCED LABORATORY PHYSICS ASSOCIATION
ADVOCATES FOR CHRIST
1STOP LEARNING
1ST OREGON VOLUNTEER INFANTRY
460 EVERGREEN
463 BASEBALL
54TH NATIONAL SQUARE DANCE CONVENTION
56 HERMES
62ND COURT MUTUAL WATER COMPANY
911 PCEA
ABIQUA SCHOOL FOUNDATION
ACCESS TECHNOLOGIES INC
ACCION POLITICA PCUNISTA DBA PCUN
ACF CHEFS DE CUISINE SOCIETY OF OREGON
ACMNWR
ACORN KIDS INTERNATIONAL CHARITIES
ACORN KIDS INTERNATIONAL CHARITIES
ACTION FOR SERVICES TO OREGON'S OLDER ADULTS AND PEOPLE WITH DISABILITIES
ADDYSE LANE PALAGYI NATURE CENTER AND PRESERVE
ADONAI RESOURCES
ADVANCED LABORATORY PHYSICS ASSOCIATION
ADVOCATES FOR CHRIST
1STOP LEARNING
1ST OREGON VOLUNTEER INFANTRY
460 EVERGREEN
463 BASEBALL
54TH NATIONAL SQUARE DANCE CONVENTION
56 HERMES
62ND COURT MUTUAL WATER COMPANY
911 PCEA
ABIQUA SCHOOL FOUNDATION
ACCESS TECHNOLOGIES INC
ACCION POLITICA PCUNISTA DBA PCUN
ACF CHEFS DE CUISINE SOCIETY OF OREGON
ACMNWR
ACORN KIDS INTERNATIONAL CHARITIES
ACORN KIDS INTERNATIONAL CHARITIES
ACTION FOR SERVICES TO OREGON'S OLDER ADULTS AND PEOPLE WITH DISABILITIES
ADDYSE LANE PALAGYI NATURE CENTER AND PRESERVE
ADONAI RESOURCES
ADVANCED LABORATORY PHYSICS ASSOCIATION
ADVOCATES FOR CHRIST
Nonprofit Organization
2186 Active
2186
Organizations
Community Partners123 organizations
COUNTY OF MARION
Municipal Government·SALEM
AUMSVILLE RURAL FIRE PROTECTION DISTRICT
Special District·AUMSVILLE
AURORA AIRPORT WATER CONTROL DISTRICT
Special District·AURORA
AURORA RURAL FIRE PROTECTION DISTRICT 63
Special District·AURORA
CHATEAU RANCHETTES STREET LIGHTING DISTRICT
Special District·WOODBURN
DRAKES CROSSING RURAL FIRE PROTECTION DISTRICT
Special District·SILVERTON
EAST VALLEY IRRIGATION DISTRICT
Special District·MOUNT ANGEL
EAST VALLEY WATER DISTRICT
Special District·SILVERTON
HOUSING AUTHORITY OF CITY OF SALEM
Special District·SALEM
IDANHA-DETROIT RURAL FIRE PROTECTION DISTRICT
Special District·IDANHA
JEFFERSON PARK AND RECREATION DISTRICT
Special District·JEFFERSON
JEFFERSON RURAL FIRE PROTECTION
Special District·JEFFERSON
JEFFERSON RURAL FIRE PROTECTION DISTRICT
Special District·JEFFERSON
KEIZER RURAL FIRE PROTECTION DISTRICT
Special District·KEIZER
LAKE LABISH WATER CONTROL DISTRICT
Special District·BROOKS
MARION SOIL AND WATER CONSERVATION DISTRICT
Special District·STAYTON
MID-VALLEY BEHAVIORAL CARE NETWORK
Special District·SALEM
MID-WILLIAMETTE VALLEY COUNCIL OF GOVERNMENTS
Special District·SALEM
MILL CITY RURAL FIRE PROTECTION DISTRICT
Special District·MILL CITY
MOUNT ANGEL RURAL FIRE PROTECTION DISTRICT
Special District·MOUNT ANGEL
MT ANGEL FIRE DISTRICT
Special District·MOUNT ANGEL
REGIONAL AUTOMATED INFORMATION NETWORK CONSORTIUM
Special District·KEIZER
SALEM AREA MASS TRANSIT DISTRICT
Special District·SALEM
SALEM SUBURBAN RURAL FIRE PROTECTION DISTRICT
Special District·SALEM
SANTIAM WATER CONTROL DISTRICT
Special District·STAYTON
SILVER FALLS LIBRARY DISTRICT
Special District·SILVERTON
SILVERTON FIRE DISTRICT
Special District·SILVERTON
STAYTON FIRE DIST
Special District·STAYTON
ST PAUL RURAL FIRE PROTECTION DISTRICT 2
Special District·SAINT PAUL
WEST LABISH DRAINAGE AND WATER CONTROL IMPROVEMENT DISTRICT
Special District·SALEM
WOODBURN RURAL FIRE PROTECTION DISTRICT
Special District·WOODBURN
COUNTY OF MARION SCHOOL DISTRICT 91
School District·MOUNT ANGEL
WILLAMETTE EDUCATION SERVICE DISTRICT
School District·SALEM
1STOP LEARNING
Nonprofit Organization·Keizer
1ST OREGON VOLUNTEER INFANTRY
Nonprofit Organization·Salem
460 EVERGREEN
Nonprofit Organization·Salem
463 BASEBALL
Nonprofit Organization·Gervais
54TH NATIONAL SQUARE DANCE CONVENTION
Nonprofit Organization·Salem
56 HERMES
Nonprofit Organization·Aurora
62ND COURT MUTUAL WATER COMPANY
Nonprofit Organization·Salem
911 PCEA
Nonprofit Organization·Salem
ABIQUA SCHOOL FOUNDATION
Nonprofit Organization·SALEM
ACCESS TECHNOLOGIES INC
Nonprofit Organization·SALEM
ACCION POLITICA PCUNISTA DBA PCUN
Nonprofit Organization·WOODBURN
ACF CHEFS DE CUISINE SOCIETY OF OREGON
Nonprofit Organization·Salem
ACMNWR
Nonprofit Organization·Salem
ACORN KIDS INTERNATIONAL CHARITIES
Nonprofit Organization·Silverton
ACORN KIDS INTERNATIONAL CHARITIES
Nonprofit Organization·SILVERTON
ACTION FOR SERVICES TO OREGON'S OLDER ADULTS AND PEOPLE WITH DISABILITIES
Nonprofit Organization·SALEM
ADDYSE LANE PALAGYI NATURE CENTER AND PRESERVE
Nonprofit Organization·Salem
ADONAI RESOURCES
Nonprofit Organization·Salem
ADVANCED LABORATORY PHYSICS ASSOCIATION
Nonprofit Organization·Salem
ADVOCATES FOR CHRIST
Nonprofit Organization·Salem
ADVOCATES FOR THE VISUALLY IMPAIRED INC
Nonprofit Organization·Salem
AERIALNAUTICS
Nonprofit Organization·Salem
AETA MINISTRIES INC
Nonprofit Organization·SILVERTON
AFFILIATED SERVICES INC
Nonprofit Organization·Salem
AFFORDABLE IMMIGRATION SERVICES
Nonprofit Organization·Salem
AFRICACRIESOUT
Nonprofit Organization·SALEM
AFRICAN HERITAGE EDUCATION AND EMPOWERMENT COMMUNITY
Nonprofit Organization·Salem
AFRICAN RESOURCES FOUNDATION
Nonprofit Organization·Salem
AGLOW INTERNATIONAL
Nonprofit Organization·Silverton
AGLOW INTERNATIONAL
Nonprofit Organization·Aumsville
AGLOW INTERNATIONAL
Nonprofit Organization·Silverton
AGLOW INTERNATIONAL
Nonprofit Organization·Silverton
AGRI-BUSINESS COUNCIL OF OREGON
Nonprofit Organization·SALEM
AGRI-BUSINESS EDUCATION CORPORATION
Nonprofit Organization·SALEM
AHAVAH MINISTRIES
Nonprofit Organization·Hubbard
A HOME 4 U - AFFORDABLE HOUSING INC
Nonprofit Organization·Keizer
AJS WHEELS & WISHES
Nonprofit Organization·SALEM
AKHA HERITAGE FOUNDATION
Nonprofit Organization·Salem
ALBERT D WOODMANSEE
Nonprofit Organization·SALEM
ALECS PLACE
Nonprofit Organization·SALEM
ALEXANDER CHRISTIAN FOUNDATION
Nonprofit Organization·Salem
ALEXIAS COZY COVERS
Nonprofit Organization·Salem
ALL HEALTH FOUNDATION
Nonprofit Organization·Salem
ALLIANCE FOR BLIND CHILDREN
Nonprofit Organization·Salem
ALL THINGS MINIATURE MUSEUM
Nonprofit Organization·Salem
ALL WOODBURN AREA RESOURCES ENLISTED INC
Nonprofit Organization·SALEM
ALPHA ALLIANCE INC
Nonprofit Organization·SALEM
ALPHA LAMBDA DELTA
Nonprofit Organization·Salem
ALPHA PSI DELTA FRATERNITY
Nonprofit Organization·Salem
ALTRUSA INTERNATIONAL FOUNDATION INC
Nonprofit Organization·Salem