# Capital Financial Boise, Inc.

> Capital Financial Boise, Inc. is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 9, 2025.

- CRD: 174089
- Filed as: CAPITAL FINANCIAL BOISE, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Idaho
- Filing period: October 2026
- Form ADV filing dated: June 9, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174089
- AdvisorCensus page: https://advisorcensus.com/firm/capital-financial-boise-inc-174089

## Quick answers

**How is Capital Financial Boise, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Financial Boise, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Capital Financial Boise, Inc. registered with the SEC or a state?**
Capital Financial Boise, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 174089.

**How much does Capital Financial Boise, Inc. manage?**
Capital Financial Boise, Inc. reports $4,260,000 in regulatory assets under management in its Form ADV filing dated June 9, 2025 (100% discretionary).

**What types of clients does Capital Financial Boise, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Capital Financial Boise, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174089

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $4,260,000
- Discretionary: $4,260,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,260,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalfinancialboise.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Financial Boise, Inc. (CRD 174089): Form ADV filing data as of October 2026.