James Huey Webb

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → 04/2025
  Grove Point Investments, Llc.
  Rockville, MD
• 01/1986 → Present
  Capital Financial Llc.
  Olney, MD

Other Businesses

JAMES H WEBB II (INSURANCE) POSITION: PRESIDENT NATURE: INSURANCE SALES (INVESTMENT-RELATED OBA) INVESTMENT RELATED: YES NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/28/1981 ADDRESS: 2943 OLNEY SANDY SPRING RD., SUITE A, OLNEY MD 20832 DESCRIPTION: SALES

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-02-09

Other Names

• James Huey Webb