CAPASSO PLANNING PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$274,217,847
Discretionary
$269,091,839
Non-discretionary
$5,126,008
Firm details
- CRD number
- 294673
- SEC file number
- 801-120995
- Main office
- CHARLESTON, SC, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.