Capital And Planning, LLC
Capital And Planning, LLC is an SEC-registered mass-market adviser in Jonesboro, GA with $193.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Capital And Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321104, SEC 801-125802, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $193.9M (2026-05-15)
- Firm type
- Mass-Market Adviser
- Location
- Jonesboro, GA
- Employees
- 2
- Clients
- 517
- CRD
- 321104
- Ownership
- EDMONDSON, MICHAEL, LESTER
How much AUM does Capital And Planning, LLC have?
Capital And Planning, LLC reported $193.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Capital And Planning, LLC?
Disclosed owners and executives of Capital And Planning, LLC include EDMONDSON, MICHAEL, LESTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.