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CAPITAL PLANNING, LLC

BELLEVUE, WA · CRD 169470 · IAPD ↗ · capitalplanningcorp.com · 425-643-1800

$617.7MRegulatory AUM
7Advisory reps
12Employees
8Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — CAPITAL PLANNING, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — CAPITAL PLANNING, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
November 2024 — CAPITAL PLANNING, LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — CAPITAL PLANNING, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — CAPITAL PLANNING, LLC crossed $500M in regulatory AUM ($461.3M -> $549.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.