Alexander Leonida has been Chief Executive Officer of Capital Financial Group since January 2021, is a control person of the firm and directly owns 75% or more of it. Alexander Leonida studied at the University of Northern Colorado.
Capital Financial Group, Inc. is a Littleton, CO firm with $237M under management, 238 clients and 3 advisers across 5 offices, as of its July 2026 filing.
Alexander Leonida is Owner and Chief Investment Officer of Capital Financial Group. He joined the firm in 2007, and in 2022 he bought it, taking over as CEO and Owner.
- – present · 17 yearsLittleton, CO · Adviser representative · Firm CRD 111709
Professional designations
Listed by Capital Financial Group
- CFP®
- CIMA®
Investment adviser representative registrations
Alexander Leonida is registered as an investment adviser representative in 2 states. The first approvals date from July 2009; the most recent is Texas, in November 2023.
- ColoradoSince 1 July 2009
- TexasSince 1 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 28 September 2015 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 1 November 2013 |
| Series 66 | Uniform Combined State Law Examination | 24 January 2008 |
| Series 7 | General Securities Representative Examination | 11 October 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alexander Adrian Leonida
- CRD
- 5429993
- Firm
- Capital Financial Group · CRD 111709
- Role
- Chief Executive Officer
- Office
- Littleton, CO
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfgfinancialplanning.com
Where does Alexander Leonida work?
Alexander Leonida has been Chief Executive Officer of Capital Financial Group, Inc. since January 2021, and is a control person of the firm.
Is Alexander Leonida a financial advisor?
Yes. Alexander Leonida has a current investment-adviser registration in Colorado and Texas, through Capital Financial Group since July 2009.
How many years of experience does Alexander Leonida have?
Alexander Leonida has 19 years in the financial industry, since October 2007, across 1 adviser firm.
What exams has Alexander Leonida passed?
Alexander Leonida has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in October 2007. FINRA credited Alexander Leonida with the SIE, which began in October 2018.
Where is Alexander Leonida based?
Alexander Leonida’s registered office is in Littleton, CO.
Is Alexander Leonida registered with FINRA?
No. Alexander Leonida has no current broker registration.
Is Alexander Leonida a CFP?
Capital Financial Group lists Alexander Leonida with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Alexander Leonida biography, cfgfinancialplanning.com
How can I verify Alexander Leonida’s record?
Search CRD 5429993 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Leonida’s full registration record.
