SEC Form ADV · CIK 1790688

CAPITAL PLANNING, LLC

Registered Investment AdviserWA
$617.7M
Assets Under Management
8
Total Clients
12
Employees
Get LP Contact Details

Registration Details

CIK
1790688
Accession
crd-169470
Location
BELLEVUE, WA
Filing Date
March 31, 2026
AUM
$617.7M
Total Clients
8
Employees
12
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

CAPITAL PLANNING, LLC is a registered investment adviser headquartered in BELLEVUE, WA, managing approximately $617.7M in assets across 8 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.