AdvisorOS Directory
Claim Profile
JC

Jeffery Beal Cappel

DOWLING CAPITAL MANAGEMENT, LLC·FARMINGTON, Connecticut
Unclaimed Profile
190 FARMINGTON AVENUE, FARMINGTON, CT 06032CRD# 4654093Firm CRD# 161475
01

About

Jeffery Beal Cappel is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with DOWLING CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DOWLING CAPITAL MANAGEMENT, LLC
DOWLING CAPITAL PARTNERS
AUM
$160M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at DOWLING CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4654093
Firm CRD# 161475
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FARMINGTON?

Browse all registered financial advisors in FARMINGTON, Connecticut or claim this profile if it's yours.

Browse FARMINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffery Beal Cappel offer?
Jeffery Beal Cappel specializes in Retirement Planning, Fee-Only Advisory. Contact their office in FARMINGTON, Connecticut for a consultation.
What are Jeffery Beal Cappel's credentials?
Jeffery Beal Cappel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery Beal Cappel located?
Jeffery Beal Cappel is based in FARMINGTON, Connecticut, working with DOWLING CAPITAL MANAGEMENT, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Jeffery Beal Cappel charge for services?
Jeffery Beal Cappel'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 DOWLING CAPITAL MANAGEMENT, LLC?
DOWLING CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $160M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FARMINGTON
Kevin Christopher Leahy — CONNECTICUT WEALTH MANAGEMENT, LLCDenis Michael Horrigan — CONNECTICUT WEALTH MANAGEMENT, LLCMichael Anthony Tedone — CONNECTICUT WEALTH MANAGEMENT, LLCLouis Green — MJP ASSOCIATES, INC.John M Flynn — SYMETRA INVESTMENT MANAGEMENT COMPANY
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile