← Back to searchVisit website
CAPITAL PLANNING, LLC
CRD 169470 · SEC 801-79115
10900 NE 4TH STREET, SUITE 2300, BELLEVUE, WA, 98004, United States
Phone
425-643-1800
Fax
425-643-1216
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$617.7M
Discretionary AUM
$617.7M
Team
12 total employees; 7 advisory reps; 8 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $54.8M |
| High net worth individuals | 171 | $554.1M |
| Corporations/business entities | 7 | $2.8M |
States served
AZ, CA, ID, MT, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD