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CAPITAL PLANNING GROUP, LLC
CRD 118921
151 KALMUS DRIVE, SUITE C145, COSTA MESA, CA, 92626, United States
Phone
714-881-1595
Fax
714-641-1744
Registration
— (—)
Source
State registered
Total AUM
$46.1M
Discretionary AUM
$45.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $580K |
| High net worth individuals | 2 | $2.3M |
| Pension/profit sharing plans | 1 | $141K |
| Charitable organizations | 1 | $43.0M |
All web addresses on file
Official SEC filing: View on IAPD