| Name: | CAPITAL FINANCIAL ADVISORS LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 23 Feb 2023 (2 years ago) |
| Organization Date: | 23 Feb 2023 (2 years ago) |
| Last Annual Report: | 17 Feb 2025 (2 months ago) |
| Managed By: | Members |
| Organization Number: | 1262480 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40601 |
| City: | Frankfort, Hatton |
| Primary County: | Franklin County |
| Principal Office: | 229 West Main St, Suite 205, Frankfort, KY 40601, USA, KY 40601 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPITAL FINANCIAL ADVISORS, LLC 401(K) PLAN | 2023 | 800353229 | 2024-07-18 | CAPITAL FINANCIAL ADVISORS, LLC | 3 | |||||||||||||
|
||||||||||||||||||
| Name | Role |
|---|---|
| James Clouse | Member |
| Michael Wilkerson | Member |
| Name | Role |
|---|---|
| James Edward Clouse | Registered Agent |
| Name | Role |
|---|---|
| Layne Wilkerson | Organizer |
| Jim Clouse | Organizer |
| Name | Status | Expiration Date |
|---|---|---|
| CTM WEALTH ADVISORS | Active | 2028-12-08 |
| Name | File Date |
|---|---|
| Annual Report | 2025-02-17 |
| Annual Report | 2024-03-26 |
| Certificate of Assumed Name | 2023-12-08 |
| Articles of Organization | 2023-02-23 |
Sources: Kentucky Secretary of State
