SEC Form ADV

CAPASSO PLANNING PARTNERS LLC

Firm profile: Capasso Planning Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserSC

$274.2M

Assets Under Management

1,073

Total Clients

Employees

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Registration Details

Accession: CRD-294673
Location: CHARLESTON, SC
Filing Date: April 23, 2026
AUM: $274.2M
Total Clients: 1,073
Institutional Clients: 1
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

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.

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