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CAPITAL AND PLANNING, LLC
CRD 321104 · SEC 801-125802
2242 MT. ZION ROAD, JONESBORO, GA, 30236, United States
Phone
678-519-5733
Fax
678-519-5671
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.9M
Discretionary AUM
$193.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 391 | $66.4M |
| High net worth individuals | 126 | $126.4M |
States served
AL, CA, GA, LA, NE, NC, SC, TN, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD