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CAPITAL PLANNING ADVISORS LLC
CRD 170266 · SEC 801-79170
1420 ROCKY RIDGE DRIVE, #140, ROSEVILLE, CA, 95661, United States
Phone
916-286-7650
Fax
916-290-0926
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.50B
Discretionary AUM
$1.50B
Team
10 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
1-10
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)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $163.9M |
| High net worth individuals | 199 | $924.6M |
| Pension/profit sharing plans | 45 | $254.5M |
| Charitable organizations | 5 | $31.2M |
| Corporations/business entities | 7 | $53.7M |
States served
CA, NV, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD