Home
›
Firms
›
CAPITAL PLANNING, LLC
CAPITAL PLANNING, LLC
BELLEVUE, Washington
·
2 registered advisors
·
CRD# 169470
SEC# 801-79115
5
425-643-1800
01
Firm Overview
AUM
$549M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPITAL PLANNING, LLC
2 registered advisors
James Earl Kelley
BELLEVUE, Washington
CRD# 1348439
Michael Darrell Miller
BELLEVUE, Washington
CRD# 735841
05
Office Locations
BELLEVUE, Washington
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CAPITAL PLANNING, LLC (CRD# 169470) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.