Capital Financial Planners Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Capital Financial Planners

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Capital Financial Planners Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	2 Wisconsin Circle Suite 700 Chevy Chase, MD 20815

Note: Revenues for privately held companies are statistical evaluations.


Capital Financial Planners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Capital Financial Planners's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Capital Financial Planners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Capital Financial Planners Annual Revenue and Growth Rate

Capital Financial Planners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Capital Financial Planners's revenues are gauged from an analysis of company filings.

Capital Financial Planners's Income Statement (based on Industry Averages)

Capital Financial Planners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Capital Financial Planners is developing and marketing. Capital Financial Planners doesn't have any recent trademark applications, indicating Capital Financial Planners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
RETFED Providing federal retirement educational workshops	11/16/2018

See all trademarks and details in the Full Report.

Market Share of Capital Financial Planners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Capital Financial Planners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Capital Financial Planners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
KALAMATA ASSET MANAGEMENT	Bethesda, MD	100
INSTITUTIONAL SHAREHOLDER SERVICES	Rockville, MD	94
COMMON SECURITIZATION SOLUTIONS	Bethesda, MD	47
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT	Bethesda, MD	33
PROFUND ADVISORS	Bethesda, MD	15
MUFG INVESTOR SERVICES US	Rockville, MD	14

Other Companies at 2 Wisconsin Circle, Chevy Chase MD

Company	Headquarters	Revenue ($ MM)
KNOT WORLDWIDE	Chevy Chase, MD	100
UNITED EDUCATORS MANAGEMENT	Chevy Chase, MD	29
ASCENDANT PROGRAM SERVICES	Chevy Chase, MD	3
NEW CENTURY ADVISORS	Chevy Chase, MD	1
PROJILITY	Chevy Chase, MD	1

Future Competition: Capital Financial Planners's Fastest Growing Competitors

These companies are in the same general field as Capital Financial Planners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)