Alexander Leonida
Capital Financial Group · Littleton, Colorado
Alexander Leonida is a fee-only financial advisor at Capital Financial Group in Littleton, Colorado, who holds the CFP credential. Capital Financial Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Capital Financial Group |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $237.4M across 667 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5429993 |
| Exams passed | Series 66 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cfgfinancialplanning.com |
| Profile |
How Alexander's firm compares
- Capital Financial Group's average account is about $356,000, from its Form ADV (assets managed divided by 667 accounts).
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Questions about Alexander
Is Alexander Leonida a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Capital Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Capital Financial Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Alexander Leonida based?
Alexander Leonida is based in Littleton, Colorado.
What credentials does Alexander Leonida hold?
Alexander Leonida holds the CFP credential.
Is Alexander Leonida registered with the SEC?
Yes. Alexander Leonida is registered as an investment adviser representative in CO and TX (CRD 5429993), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Financial Group manage?
Capital Financial Group reports $237.4M across 667 accounts in assets under management.
How do I contact Alexander Leonida?
Through Alexander's website, www.cfgfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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