Brooks Adams
Capital Financial Group · Johnstown, Colorado
Brooks Adams is a fee-only financial advisor at Capital Financial Group in Johnstown, Colorado. Capital Financial Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Capital Financial Group |
|---|---|
| Based in | Johnstown, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $237.4M across 667 accounts |
| SEC registration | Investment adviser representative in CO · CRD 8186491 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cfgfinancialplanning.com |
How Brooks'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 Brooks
Is Brooks Adams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brooks 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 Brooks charge for financial advice?
Brooks's firm, Capital Financial Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Brooks Adams based?
Brooks Adams is based in Johnstown, Colorado.
Is Brooks Adams registered with the SEC?
Yes. Brooks Adams is registered as an investment adviser representative in CO (CRD 8186491), 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 Brooks Adams?
Through Brooks'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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