Capital Planning, LLC
Capital Planning, LLC is an SEC-registered wealth manager in Bellevue, WA with $617.7M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Capital Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169470, SEC 801-79115, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $617.7M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 12
- Clients
- 296
- CRD
- 169470
- Ownership
- M3 HOLDINGS CORP DBA CAPITAL PLANNING CORPORATION; KELLEY, JAMES, EARL; MILLER, MICHAEL, DARRELL; QUIGLEY, JOHN, MICHAEL; EMANUELS, STEPHEN, PATRICK
How much AUM does Capital Planning, LLC have?
Capital Planning, LLC reported $617.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Capital Planning, LLC?
Disclosed owners and executives of Capital Planning, LLC include M3 HOLDINGS CORP DBA CAPITAL PLANNING CORPORATION, KELLEY, JAMES, EARL, MILLER, MICHAEL, DARRELL, QUIGLEY, JOHN, MICHAEL, EMANUELS, STEPHEN, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.