Dennis
Leonida

Capital Financial Group, Inc

CRD#1073431
Investment Advisor
in Englewood, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dennis Leonida is a financial advisor based in Englewood, Colorado, working with Capital Financial Group, Inc. Dennis has previously held positions at Capital Financial Group, Inc, Raymond James Financial Services, Inc, and Alcol Inc. Dennis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Dennis is part of Capital Financial Group, Inc, which operates out of Englewood, Colorado. The firm has 6 employees and manages assets totaling $196.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Capital Financial Group, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

8400 E. Prentice Ave., Suite 1100
Englewood, CO 80111

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Capital Financial Group, Inc Brokerage Details

Total Assets Under Management

$196,422,153

CO Average: $2,349,664,866
Total Number of Employees

6

CO Average: 28
Total Number of Accounts

656

CO Average: 1,101
Average Account Size

$299,424

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Dennis Leonida Work History

1998 - Present (26 years)

Capital Financial Group, Inc

2009 - 2016 (7 years)

Alcol Inc

1998 - 2022 (24 years)

Raymond James Financial Services, Inc

Disclosures

Please visit the SEC profile of Dennis Leonida to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Financial Group, Inc

Alexander Leonida
Englewood, CO
Amel Guigli
Englewood, CO
Dennis Leonida
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started