Capital Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 31, 2026, reports $618M in regulatory assets under management, 12 employees, 5 offices, and 1,169 accounts.
Assets Under Management
$618M
Employees
12
Offices
5 offices
Total Clients
296
Primary office
BELLEVUE, WA
10900 NE 4TH STREET, SUITE 2300, BELLEVUE, WA, United States
Top client segmentHNWI represent 57.8% of total clients.
Top client categories% of clientsClients
1
HNWI
57.8%
171
2
Individuals
39.9%
118
3
Corporations
2.4%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$618Mas of March 31, 2026
Discretionary100.0%
$618M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$618M
Total Accounts1,169
10Y AUM Change+$210M (+51.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee25:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.