Charles Dustin Capasso

Employer firm

Capasso Planning Partners LLC CRD 294673

$274M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 06/2018
  Lake Tahoe Wealth Management, Llc
  Zephyr Cove, NV
• 01/2018 → Present
  Capasso Planning Partners Llc
  Charleston, SC
• 11/2013 → 06/2018
  Ltwm Inc
  Mount Pleasant, SC
• 07/2024 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2024-07-16 → 2024-11-13
  Summit Financial, Llc
  Charleston, SC
• 2013-12-18 → 2018-06-15
  Lake Tahoe Wealth Management, Inc.
  Mount Pleasant, SC
  Folsom, CA
• 2012-02-23 → 2013-11-19
  Detterbeck Wealth Management
  Charleston, SC
• 2007-04-10 → 2011-08-30
  Morris Financial Concepts, Inc.
  Mount Pleasant, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-27

Designations

• Certified Financial Planner