CAPITAL ASSETS PLANNING INCORPORATED

CAPITAL ASSETS PLANNING INCORPORATED is an SEC-registered investment adviser (CRD 115565).

Registration

• CRD: 115565
• Type: Registered investment adviser
• Phone: 703-204-9410
• Latest filing: 2026-02-27
• Clients: 2

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115565 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search