Unclaimed Profile

Chris Williams

CAPITAL FIDUCIARY ADVISORS, LLC·RESTON, Virginia

Clean recordCAPITAL FIDUCIARY ADVISORS, LLC

1800 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 5236046Firm CRD# 153075

Profile Verification

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

Identity

Chris Williams · RESTON, VA

Registration

CRD #5236046 · CAPITAL FIDUCIARY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chris Williams is a registered financial advisor based in RESTON, Virginia, affiliated with CAPITAL FIDUCIARY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CAPITAL FIDUCIARY ADVISORS, LLC

AUM

$147M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL FIDUCIARY ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5236046

Firm CRD# 153075

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chris Williams offer?

Chris Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.

What are Chris Williams's credentials?

Chris Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chris Williams located?

Chris Williams is based in RESTON, Virginia, working with CAPITAL FIDUCIARY ADVISORS, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Chris Williams charge for services?

Chris Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL FIDUCIARY ADVISORS, LLC?

CAPITAL FIDUCIARY ADVISORS, LLC has approximately 1 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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