SEC Form ADV · CIK 1790688

CAPITAL PLANNING, LLC

Registered Investment AdviserWA
$617.7M
Assets Under Management
1,169
Total Clients
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Registration Details

CIK
1790688
Accession
CRD-169470
Location
BELLEVUE, WA
Filing Date
March 31, 2026
AUM
$617.7M
Total Clients
1,169
Amendment
No

About this Adviser

CAPITAL PLANNING, LLC is a registered investment adviser headquartered in BELLEVUE, WA, managing approximately $617.7M in assets across 1,169 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.