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Sherman Malcolm Ethridge

CAPITAL AREA PLANNING GROUP, LLC·WASHINGTON, District of Columbia
Unclaimed Profile
1255 UNION STREET NE, WASHINGTON, DC 20002CRD# 5981743Firm CRD# 333056
01

About

Sherman Malcolm Ethridge is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with CAPITAL AREA PLANNING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL AREA PLANNING GROUP, LLC
CAPITAL AREA PLANNING GROUP
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CAPITAL AREA PLANNING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5981743
Firm CRD# 333056
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sherman Malcolm Ethridge offer?
Sherman Malcolm Ethridge specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Sherman Malcolm Ethridge's credentials?
Sherman Malcolm Ethridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sherman Malcolm Ethridge located?
Sherman Malcolm Ethridge is based in WASHINGTON, District of Columbia, working with CAPITAL AREA PLANNING GROUP, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Sherman Malcolm Ethridge charge for services?
Sherman Malcolm Ethridge's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL AREA PLANNING GROUP, LLC?
CAPITAL AREA PLANNING GROUP, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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