Joshua D. Stillman

CAPITOL FINANCIAL CONSULTANTS

Mclean, VA 22102

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CRD#: 6421604

Professional summary

Joshua David Stillman, CFP® is a registered financial advisor currently at CAPITOL FINANCIAL CONSULTANTS, INC. located in Mclean, Virginia.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joshua has worked at 1 firm and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Name of Business: GEORGE MASON UNIVERSITY, Investment-related: NO, Address: 4400 UNIVERSITY DRIVE, FAIRFAX, VA 22030, Nature of the other business: POSTSECONDARY EDUCATION, Position, title, relationship with the other business: ADJUNCT PROFESSOR, Start Date: 1/24/2022, Approximate number of hours/month you devote to the other business: 20 HOURS PER MONTH FROM JANUARY-MAY, Approximate number of hours/month you devote to the other business during securities trading hours: NONE, Describe your duties relating to the other business: PROFESSOR FOR FNAN/ACCT 493 FINANCIAL PLANNING AND WEALTH MANAGEMENT CAPSTONE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Stillman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 14, 2015 - Present

CAPITOL FINANCIAL CONSULTANTS, INC.

Office #1: 8180 Greensboro Drive Suite 1150, Mclean, VA 22102

RIA

CRD#: 109800

Mclean, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITOL FINANCIAL CONSULTANTS, INC.

CAPITAL FINANCIAL CONSULTANT INC | CAPITOL FINANCIAL CONSULTANTS, INC. | CAPITAL FINANCIAL CONSULTANTS, INC.

CRD#: 109800 / SEC#: 801-31757

RIA

Registered Investment Advisory firm - (4/22/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/14/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/3/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/16/2014

Uniform Securities Agent State Law Examination

Current Firm

CAPITOL FINANCIAL CONSULTANTS, INC.

CAPITAL FINANCIAL CONSULTANT INC | CAPITOL FINANCIAL CONSULTANTS, INC. | CAPITAL FINANCIAL CONSULTANTS, INC.

CRD#: 109800 / SEC#: 801-31757

RIA

Registered Investment Advisory firm - (4/22/1988 Approved)

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Contact information

Main Address

8180 Greensboro Drive Suite 1150, Mclean, VA 22102

Mailing Address

Phone number

(703) 821-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPITOL FINANCIAL CONSULTANTS, INC. FORM ADV 2A WRAP BROUCHURE (3/20/2025)

CAPITOL FINANCIAL CONSULTANTS, INC. FORM ADV 2A BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	419
AUM (Assets Under Management)	$ 230,585,651

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua D. Stillman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Stillman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITOL FINANCIAL CONSULTANTS, INC.

Primary Firm SEC Registration

CAPITOL FINANCIAL CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2014

Series 63

Date: 8/16/2014

Current Firm

CAPITOL FINANCIAL CONSULTANTS, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITOL FINANCIAL CONSULTANTS, INC.

TRUST BUT VERIFY

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