Unclaimed Profile

Jeffery Beal Cappel

DOWLING CAPITAL MANAGEMENT, LLC·FARMINGTON, Connecticut

Clean recordDOWLING CAPITAL MANAGEMENT, LLC

190 FARMINGTON AVENUE, FARMINGTON, CT 06032CRD# 4654093Firm CRD# 161475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Beal Cappel · FARMINGTON, CT

Registration

CRD #4654093 · DOWLING CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4654093

Firm CRD# 161475

View on FINRA BrokerCheck →

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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.

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