SEC Form ADV

CAPITAL PLANNING ADVISORS LLC

Registered Investment AdviserCA
$1.5B
Assets Under Management
1,213
Total Clients
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Registration Details

Accession
CRD-170266
Location
ROSEVILLE, CA
Filing Date
March 31, 2026
AUM
$1.5B
Total Clients
1,213
Amendment
No

About this Adviser

CAPITAL PLANNING ADVISORS LLC is a registered investment adviser headquartered in ROSEVILLE, CA, managing approximately $1.5B in assets across 1,213 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.