CAPITAL AND PLANNING, LLC

2242 Mt. Zion Road
Jonesboro, Georgia 30236
Tel: 678-519-5733

About CAPITAL AND PLANNING, LLC

CAPITAL AND PLANNING, LLC, formally registered with the SEC as CAPITAL AND PLANNING, LLC. The firm was established in 06/03/2022. They have over 1 offices throughout the country.

CAPITAL AND PLANNING, LLC is a Jonesboro, Georgia based Financial Planning firm with nearly $135,220,136 assets under management, offering retirement planning & investment advisory services to 676 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321104
SEC#	801-125802
Assets Managed by Firm	$135,220,136
No. of Clients	676
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	676	$135,220,136
Individuals (other than high net worth individuals)	346	$52,790,162
High net worth individuals	99	$81,963,314
Charitable organizations	1	$302,853
Corporations or other businesses	2	$163,807

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TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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