Cdfinancial
Financial planning in San Juan Capistrano, CA
State registeredNo commissions reported
Public-record details
- Address
- 30270 Rancho Viejo Rd, Suite D, San Juan Capistrano, CA 92675
- Phone
- (949) 359-5100
- Listed under
- Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
- Legal name
- Cd Financial LLC
- CRD number
- 165317
- Registration
- State registered: CA, CO, NV
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Hourly charges; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $99.7 million
- Accounts managed
- 253
- Clients reported (Form ADV 5.D)
- 253
- Individual / high-net-worth clients
- 223 / 30
- Employees
- 1
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-07-28
Read the official record
- SEC IAPD summary for CRD 165317 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in San Juan Capistrano
Capital Financial Consultants Group, INC.State registeredNo commissions reportedDoll Capital Advisors IncorporatedState registeredNo commissions reportedIq Trends Private Client Asset ManagementState registeredNo commissions reportedMiller Financial Services, INC.SEC registeredNo commissions reportedOptivest, INC.SEC registeredNo commissions reportedProfessional Financial Advisors INCState registeredNo commissions reportedService One FinancialState registeredNo commissions reported