Capital Planning Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Roseville, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.5B in regulatory assets under management, 10 employees, 1 office, and 1,213 accounts.
Assets Under Management
$1.5B
Employees
10
Offices
1 office
Total Clients
428
Primary office
ROSEVILLE, CA
1420 ROCKY RIDGE DRIVE, #140, ROSEVILLE, CA, United States
Top client segmentHNWI represent 46.5% of total clients.
Top client categories% of clientsClients
1
HNWI
46.5%
199
2
Individuals
40.2%
172
3
Pension Plans
10.5%
45
4
Corporations
1.6%
7
5
Charitable
1.2%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 31, 2026
Discretionary100.0%
$1.5B
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$1.5B
Total Accounts1,213
10Y AUM Change+$1.1B (+267.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee43:1
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.