Capasso Planning Partners LLC
Capasso Planning Partners LLC is an SEC-registered mass-market adviser in Charleston, SC with $274.2M assets under management (AUM, regulatory AUM), -16% over one year. See who owns Capasso Planning Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 294673, SEC 801-120995, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $274.2M (2026-04-23)
- Firm type
- Mass-Market Adviser
- Location
- Charleston, SC
- Employees
- 5
- Clients
- 358
- CRD
- 294673
- Ownership
- CAPASSO, CHARLES, DUSTIN; CALLAHAN, DANIEL, PATRICK; O'CONNOR, MICHAEL, BRADY; Matenaer, Kirk, A
How much AUM does Capasso Planning Partners LLC have?
Capasso Planning Partners LLC reported $274.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Capasso Planning Partners LLC?
Disclosed owners and executives of Capasso Planning Partners LLC include CAPASSO, CHARLES, DUSTIN, CALLAHAN, DANIEL, PATRICK, O'CONNOR, MICHAEL, BRADY, Matenaer, Kirk, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.