# CAPITAL PLANNING ADVISORY GROUP INC

CAPITAL PLANNING ADVISORY GROUP INC of YARDLEY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 105865
- Type: SEC-registered investment adviser
- SEC file number: 801-31703
- Location: 708 FLORAL VALE BLVD, YARDLEY, PA, 19067
- Phone: 215-579-5760
- Latest filing: 2014-03-15
- Regulatory AUM: $120.0M
- Discretionary AUM: $115.0M
- Non-discretionary AUM: $5.0M
- Clients: 2
- Accounts: 200

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| GRIFFIN JOHN JOSEPH | CHIEF OPERATIONS OFFICER | — |
| LUCIANI GEORGE NICHOLAS | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER (+2 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105865/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105865/similar
- Related entities: https://search.stillhousedata.com/firm/105865/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105865

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.