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Inactive

Blair Kathleen Webb

Capital Financial, LLC

Olney, MD

CRD 8125199

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Employer firm

Capital Financial, LLC CRD 122844

$159M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Financial, Llc

2943 Olney Sandy Spring Road Suite A, Olney, MD 20832 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-06-26
  • MD RA
    APPROVED
    Since 2025-06-26

Branch Locations

2943 Olney Sandy Spring Road Suite A, Olney, MD 20832 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meta New York NY 10/2018 05/2025
Capital Financial, Llc Olney MD 06/2025 Present
Soulcycle New York NY 07/2018 09/2018
Fti Consulting New York NY 08/2013 07/2018
  • 10/2018 → 05/2025
    Meta
    New York, NY
  • 06/2025 → Present
    Capital Financial, Llc
    Olney, MD
  • 07/2018 → 09/2018
    Soulcycle
    New York, NY
  • 08/2013 → 07/2018
    Fti Consulting
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-24
  • S65 Uniform Investment Adviser Law Examination
    2025-06-24

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

Germaine Ndedi Motanga-Nelson
MICHAEL VISCARDI
William Pitt Mason

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OLNEY, MD
LPL FINANCIAL LLC · OLNEY, MD
EDWARD JONES · OLNEY, MD

More in Olney, MD

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