Unclaimed Profile

Paul Kirsh Jacobson

CAPITAL FIDUCIARY ADVISORS, LLC·RESTON, Virginia

Clean recordCAPITAL FIDUCIARY ADVISORS, LLC

1800 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 1420515Firm CRD# 153075

Profile Verification

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

Identity

Paul Kirsh Jacobson · RESTON, VA

Registration

CRD #1420515 · CAPITAL FIDUCIARY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Kirsh Jacobson 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

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

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# 1420515

Firm CRD# 153075

View on FINRA BrokerCheck →

Looking for a financial advisor in RESTON?

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

Browse RESTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Kirsh Jacobson offer?

Paul Kirsh Jacobson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.

What are Paul Kirsh Jacobson's credentials?

Paul Kirsh Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Kirsh Jacobson located?

Paul Kirsh Jacobson 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 Paul Kirsh Jacobson charge for services?

Paul Kirsh Jacobson'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →