CAPITAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$617,688,176
Discretionary
$617,688,176
Non-discretionary
$0
Firm details
- CRD number
- 169470
- SEC file number
- 801-79115
- Main office
- BELLEVUE, WA, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTPS://CAPITALPLANNINGCORP.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.