CAPITAL PLANNING, LLC

10900 Ne 4th Street
Suite 2300
Bellevue, Washington 98004
Tel: 425-643-1800

About CAPITAL PLANNING, LLC

CAPITAL PLANNING, LLC, formally registered with the SEC as CAPITAL PLANNING, LLC. The firm was established in 01/01/2014. They have over 6 offices throughout the country.

CAPITAL PLANNING, LLC is a Bellevue, Washington based Financial Planning firm with nearly $549,366,088 assets under management, offering retirement planning & investment advisory services to 1370 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169470
SEC#	801-79115
Assets Managed by Firm	$549,366,088
No. of Clients	1370
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1370	$549,366,088
Individuals (other than high net worth individuals)	180	$85,407,117
High net worth individuals	186	$455,788,336
Charitable organizations	Fewer than 5 clients	$5,691,125
Corporations or other businesses	Fewer than 5 clients	$2,479,510

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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