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CAPASSO PLANNING PARTNERS LLC
CRD 294673 · SEC 801-120995
635 EAST BAY STREET, SUITE C, CHARLESTON, SC, 29403, United States
Phone
843-608-8487
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$274.2M
Discretionary AUM
$269.1M
Team
5 total employees; 4 advisory reps; 25 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 280 | $100.9M |
| High net worth individuals | 60 | $158.8M |
| Charitable organizations | 1 | $82K |
| Corporations/business entities | 17 | $14.5M |
States served
CA, GA, IL, MA, NJ, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD