CAPITAL PLANNING ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$1,500,673,606
Discretionary
$1,500,673,606
Non-discretionary
$0
Firm details
- CRD number
- 170266
- SEC file number
- 801-79170
- Main office
- ROSEVILLE, CA, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of May 2026.