Unclaimed Profile

Thurston Spaulding

CAPITAL FIDUCIARY ADVISORS, LLC·RESTON, Virginia

SIE, Series 7, Series 24, Series 31, Series 66Clean record23 years registeredCAPITAL FIDUCIARY ADVISORS, LLC

1800 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 4602728Firm CRD# 153075

Profile Verification

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

Identity

Thurston Spaulding · RESTON, VA

Registration

CRD #4602728 · CAPITAL FIDUCIARY ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ADVISORY SERVICES NETWORK

Apr 2024 – present

ATEGRA CAPITAL MANAGEMENT, LLC

May 2019 – Apr 2024

Vienna, VA

INVESTMENT PROFESSIONALS, INC.

Apr 2014 – Nov 2017

ALEXANDRIA, VA

CAPITAL FIDUCIARY ADVISORS, LLC

Apr 2014 – Apr 2019

ALEXANDRIA, VA

DONDERO & ASSOCIATES, LTD

Feb 2006 – Apr 2014

ALEXANDRIA, VA

MORGAN STANLEY

Apr 2003 – Jun 2005

ALEXANDRIA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · April 7, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FIDUCIARY ADVISORS, LLC

CRD 153075 · SEC 801-72594

AUM

$147M

Regulatory assets under management

Employees

358 client accounts

Services offered by CAPITAL FIDUCIARY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL FIDUCIARY ADVISORS, LLC →

Introduction

Speak with Thurston

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

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

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 Thurston Spaulding offer?

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

What are Thurston Spaulding's credentials?

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

Where is Thurston Spaulding located?

Thurston Spaulding 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 Thurston Spaulding charge for services?

Thurston Spaulding'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 →