Capasso Planning Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charleston, SC. Its latest Form ADV filing, dated April 23, 2026, reports $274M in regulatory assets under management, 5 employees, and 1,073 accounts.
Assets Under Management
$274M
Employees
5
Offices
--
Total Clients
358
Primary office
CHARLESTON, SC
635 EAST BAY STREET, SUITE C, CHARLESTON, SC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.2% of total clients.
Top client categories% of clientsClients
1
Individuals
78.2%
280
2
HNWI
16.8%
60
3
Corporations
4.7%
17
4
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$274Mas of April 23, 2026
Discretionary98.1%
$269M
98% of total RAUM98.1%
Non-discretionary1.9%
$5M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$274M
Total Accounts1,073
10Y AUM Change+$124M (+82.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee72:1
10Y Employee Change-3 (-37.5%)
* 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.