Capital Area Planning Group, LLC
Capital Area Planning Group, LLC is an SEC-registered ria in Washington, DC with $64.8M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Capital Area Planning Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333056, SEC 801-131246, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $64.8M (2026-03-16)
- Firm type
- Ria
- Location
- Washington, DC
- Employees
- 4
- Clients
- 57
- CRD
- 333056
- Ownership
- ETHRIDGE, SHERMAN MALCOLM
How much AUM does Capital Area Planning Group, LLC have?
Capital Area Planning Group, LLC reported $64.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Capital Area Planning Group, LLC?
Disclosed owners and executives of Capital Area Planning Group, LLC include ETHRIDGE, SHERMAN MALCOLM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.