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CAPITAL AREA PLANNING GROUP
CAPITAL AREA PLANNING GROUP, LLC
CRD 333056 · SEC 801-131246
1255 UNION STREET NE, 7TH FLOOR, WASHINGTON, DC, 20002, United States
Phone
202-916-5624
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$64.8M
Discretionary AUM
$64.8M
Team
4 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingTAX PREP AND PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.8M |
| High net worth individuals | 49 | $57.6M |
| Corporations/business entities | 1 | $5.4M |
All web addresses on file
Official SEC filing: View on IAPD