CAPITAL PLANNING GROUP, LLC

CAPITAL PLANNING GROUP, LLC of COSTA MESA, CA is an SEC-registered investment adviser (CRD 118921). Regulatory assets under management: $46.1M.

Registration

• CRD: 118921
• Type: Registered investment adviser
• Location: 151 KALMUS DRIVE, COSTA MESA, CA, 92626
• Phone: 714-881-1595
• Latest filing: 2026-03-10
• Regulatory AUM: $46.1M
• Discretionary AUM: $45.5M
• Non-discretionary AUM: $580K
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118921 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search