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CAPITAL AREA PLANNING GROUP

WASHINGTON, DC · CRD 333056 · IAPD ↗ · 202-916-5624

$46.1MRegulatory AUM
2Advisory reps
4Employees
6Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
April 2026 — CAPITAL AREA PLANNING GROUP (WASHINGTON, DC) left the SEC roster — its 120-day provisional registration did not convert (was $46.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
November 2024 — CAPITAL AREA PLANNING GROUP (WASHINGTON, DC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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