SEC Form ADV

CAPASSO PLANNING PARTNERS LLC

Registered Investment AdviserSC
$274.2M
Assets Under Management
1,073
Total Clients
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Registration Details

Accession
CRD-294673
Location
CHARLESTON, SC
Filing Date
April 23, 2026
AUM
$274.2M
Total Clients
1,073
Amendment
No

About this Adviser

CAPASSO PLANNING PARTNERS LLC is a registered investment adviser headquartered in CHARLESTON, SC, managing approximately $274.2M in assets across 1,073 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.