CAPASSO PLANNING PARTNERS LLC

CHARLESTON, South Carolina·2 registered advisors·CRD# 294673
SEC# 801-1209950843-608-8487
01

Firm Overview

AUM
$333M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPASSO PLANNING PARTNERS LLC

2 registered advisors
Charles Dustin Capasso
CHARLESTON, South Carolina
Daniel Patrick Callahan
CHARLESTON, South Carolina
05

Office Locations

CHARLESTON, South Carolina
2 advisors

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Data sourced from SEC Form ADV filings. CAPASSO PLANNING PARTNERS LLC (CRD# 294673) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.