Key facts
- CAPITAL PLANNING ADVISORS LLC is a other based in ROSEVILLE, CA.
- CAPITAL PLANNING ADVISORS LLC reports $424K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 170266- Regulatory AUM
- $424K
- Private fund assets
- —
- Private funds
- —
- Staff
- 10
- Registered office
- ROSEVILLE, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for CAPITAL PLANNING ADVISORS LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for CAPITAL PLANNING ADVISORS LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is CAPITAL PLANNING ADVISORS LLC's AUM?
- CAPITAL PLANNING ADVISORS LLC manages approximately $424K in assets.