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Capital Planning, LLC CRD 169470
$618M regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-20 |
| WA | RA | APPROVED | 2023-12-20 |
Branch Locations
10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Planning, Llc | Bellevue | WA | 06/2017 | Present |
| Utah State University | Logan | UT | 08/2017 | 05/2019 |
| Clear Conscience Sealants | Monroe | WA | 05/2019 | 09/2019 |
| Bellevue Christian School | Clyde Hill | WA | 08/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
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