CAPITAL PLANNING ADVISORS LLC

1420 Rocky Ridge Drive
#140
Roseville, California 95661
Tel: 916-286-7650

About CAPITAL PLANNING ADVISORS LLC

CAPITAL PLANNING ADVISORS LLC, formally registered with the SEC as CAPITAL PLANNING ADVISORS LLC. The firm was established in 02/28/2014. They have over 2 offices throughout the country.

CAPITAL PLANNING ADVISORS LLC is a Roseville, California based Financial Planning firm with nearly $985,670,168 assets under management, offering retirement planning & investment advisory services to 996 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170266
SEC#	801-79170
Assets Managed by Firm	$985,670,168
No. of Clients	996
No. of Advisors	12

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	996	$985,670,168
Individuals (other than high net worth individuals)	138	$61,601,949
High net worth individuals	177	$595,168,289
Pension and profit sharing plans	49	$190,949,829
Charitable organizations	5	$17,864,193
Corporations or other businesses	9	$63,529,672

Inquire with CAPITAL PLANNING ADVISORS LLC

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CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$2,936,601,179,276	18358	1331
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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,248,547,388,863	2782	3177
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$782,620,910,160	242041	1007
DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104	$322,933,193,102	762	295

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