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Alexander Adrian Leonida

CAPITAL FINANCIAL GROUP, INC.·GREENWOOD VILLAGE, Colorado
SIE, Series 7, Series 9, Series 10, Series 66CFPClean record17 years registeredCAPITAL FINANCIAL GROUP, INC.
8400 E. PRENTICE AVE., SUITE 1100, GREENWOOD VILLAGE, CO 80111-2926CRD# 5429993Firm CRD# 111709

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Adrian Leonida · GREENWOOD VILLAGE, CO
Registration
CRD #5429993 · CAPITAL FINANCIAL GROUP, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL FINANCIAL GROUP, INC.
Jul 2009 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 66
Registration record
First registered · July 1, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL FINANCIAL GROUP, INC.
CRD 111709 · SEC 801-117272
AUM
$196M
Regulatory assets under management
Employees
6
656 client accounts
Services offered by CAPITAL FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL FINANCIAL GROUP, INC. →
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Frequently Asked Questions

What services does Alexander Adrian Leonida offer?
Alexander Adrian Leonida specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Alexander Adrian Leonida's credentials?
Alexander Adrian Leonida holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Alexander Adrian Leonida located?
Alexander Adrian Leonida is based in GREENWOOD VILLAGE, Colorado, working with CAPITAL FINANCIAL GROUP, INC.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Alexander Adrian Leonida charge for services?
Alexander Adrian Leonida's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL FINANCIAL GROUP, INC.?
CAPITAL FINANCIAL GROUP, INC. has approximately 6 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL FINANCIAL GROUP, INC.

Dennis Adrian Leonida
GREENWOOD VILLAGE, CO
ChFC

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