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David Lee Hartley

CAPITAL FIDUCIARY ADVISORS, LLC·RESTON, Virginia
Unclaimed Profile
1800 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 2107524Firm CRD# 153075
01

About

David Lee Hartley 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.

02

Focus Areas

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

Firm Overview

Firm
CAPITAL FIDUCIARY ADVISORS, LLC
CAPITAL FIDUCIARY ADVISORS, LLC
AUM
$147M
Regulatory assets under management
Employees
1
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2107524
Firm CRD# 153075
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Hartley offer?
David Lee Hartley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.
What are David Lee Hartley's credentials?
David Lee Hartley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Hartley located?
David Lee Hartley 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 David Lee Hartley charge for services?
David Lee Hartley'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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Other advisors in RESTON
Mary Anika Burney — THE BURNEY COMPANYLowell Dorrance Pratt — THE BURNEY COMPANYGilbert Russell Green — THE BURNEY COMPANYWilliam Abbott Stewart — THE BURNEY COMPANYJohn F Burke — PROOF MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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