Insights

Diversified Service Offers Capital Financial Group provides a comprehensive suite of financial products and services tailored to individuals and business owners, presenting opportunities for cross-selling additional investment, retirement, and estate planning solutions to existing clients.

Niche Market Focus With a dedicated emphasis on clients seeking to build family legacies and give back, the company can expand its reach by targeting high-net-worth individuals and philanthropic-minded investors interested in customized financial strategies.

Technology Adoption Utilizing tools like JSON-LD and user engagement platforms indicates openness to digital solutions, suggesting potential for introducing advanced financial planning software or CRM upgrades to enhance client interactions and operational efficiency.

Growth Opportunities Operating within the $1M to $10M revenue range and serving a small team provides an opportunity to scale through strategic partnerships or targeted marketing efforts aimed at attracting more high-value clients in the local or virtual markets.

Competitive Positioning Positioned among industry giants with a focus on personalized service and integrity, the firm can differentiate itself further by leveraging niche marketing or specialized financial products that appeal to clients desiring tailored, value-driven financial planning solutions.

Capital Financial Group CFG Tech Stack

Capital Financial Group CFG uses 8 technology products and services including RSS, Open Graph, Microsoft 365, and more. Explore Capital Financial Group CFG's tech stack below.

  • RSS
    Content Management System
  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Lodash
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Apache HTTP Server
    Web Servers

Media & News

Capital Financial Group CFG's Email Address Formats

Capital Financial Group CFG uses at least 1 format(s):
Capital Financial Group CFG Email FormatsExamplePercentage
FLast@capitalfinancialgroupcfg.comJDoe@capitalfinancialgroupcfg.com
25%
First@capitalfinancialgroupcfg.comJohn@capitalfinancialgroupcfg.com
25%
FLast@capitalfinancialgroupcfg.comJDoe@capitalfinancialgroupcfg.com
25%
First@capitalfinancialgroupcfg.comJohn@capitalfinancialgroupcfg.com
25%

Frequently Asked Questions

Where is Capital Financial Group CFG's headquarters located?

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Capital Financial Group CFG's main headquarters is located at 2390C Las Posas Road, Suite 502 Camarillo, California 93010, US. The company has employees across 1 continents, including North America.

What is Capital Financial Group CFG's official website and social media links?

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Capital Financial Group CFG's official website is capitalfinancialgroupcfg.com and has social profiles on LinkedIn.

What is Capital Financial Group CFG's NAICS code?

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Capital Financial Group CFG's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Financial Group CFG have currently?

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As of December 2025, Capital Financial Group CFG has approximately 4 employees across 1 continents, including North America. Key team members include Chief Executive Officer: D. E.. Explore Capital Financial Group CFG's employee directory with LeadIQ.

What industry does Capital Financial Group CFG belong to?

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Capital Financial Group CFG operates in the Financial Services industry.

What technology does Capital Financial Group CFG use?

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Capital Financial Group CFG's tech stack includes RSSOpen GraphMicrosoft 365Font AwesomeJSON-LDLodashjQueryApache HTTP Server.

What is Capital Financial Group CFG's email format?

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Capital Financial Group CFG's email format typically follows the pattern of FLast@capitalfinancialgroupcfg.com. Find more Capital Financial Group CFG email formats with LeadIQ.

When was Capital Financial Group CFG founded?

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Capital Financial Group CFG was founded in 1998.

Capital Financial Group CFG

Financial ServicesUnited States2-10 Employees

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Our Mission Statement:
We will assist in helping our clients achieve their goals, dreams, and legacy through planning and recommendations. We believe life is a collection of seasons and we assist our clients through the transition and help prepare for upcoming seasons.

We believe in having your resources in more than one place to diversify. We manage risk, allowing you money to grow in the most tax efficient way possible, which provides Confidence and Financial Security.

We serve people that desire to give back and leave a family Legacy. A comprehensive review of our clients current position as it relates to our clients goals and objectives. We endeavor to know and understand your financial situation and provide you with only the highest quality information. service and products.


We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

Section iconCompany Overview

Headquarters
2390C Las Posas Road, Suite 502 Camarillo, California 93010, US
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Capital Financial Group CFG's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Capital Financial Group CFG's revenue is estimated to be in the range of $1M$10M

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