# PLANNING CAPITAL MANAGEMENT CORP.

PLANNING CAPITAL MANAGEMENT CORP. of PAOLI, PA is an SEC-registered investment adviser.

## Registration

- CRD: 112994
- Type: SEC-registered investment adviser
- SEC file number: 801-117036
- Location: 1500 E. LANCASTER AVE., SUITE 204, PAOLI, PA, 19301
- Phone: 215-709-5100
- Latest filing: 2024-02-23
- Regulatory AUM: $313.3M
- Discretionary AUM: $313.3M
- Clients: 6
- Accounts: 868

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| BELL RICHARD WILLIAM | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CCO (+2 more) | — |
| AHLBECK JAY DIXON | SENIOR ADVISOR | — |
| MANSI MICHELE | CCO | — |
| ESTEVES CARLOS ALBERTO | SENIOR INVESTMENT ADVISOR | — |
| BRADY DANIEL | SHAREHOLDER, CHIEF COMPLIANCE OFFICER; SHAREHOLDER, INVESTMENT ADVISER REPRESENTATIVE | — |
| BRADY DANIEL BURTON | SHAREHOLDER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112994/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112994/similar
- Related entities: https://search.stillhousedata.com/firm/112994/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112994

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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.