CAPITAL AND PLANNING, LLC

JONESBORO, Georgia·1 registered advisor·CRD# 321104
SEC# 801-1258020678-519-5733
01

Firm Overview

AUM
$135M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at CAPITAL AND PLANNING, LLC

1 registered advisor
Michael Lester Edmondson
JONESBORO, Georgia
05

Office Locations

JONESBORO, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. CAPITAL AND PLANNING, LLC (CRD# 321104) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.