CAPITAL PLANNING CONSULTANTS, LLC

CAPITAL PLANNING CONSULTANTS, LLC of CROMWELL, CT is an SEC-registered investment adviser (CRD 126260). Regulatory assets under management: $37.0M.

Registration

• CRD: 126260
• Type: Registered investment adviser
• Location: 110 COURT STREET, CROMWELL, CT, 06416
• Phone: 860-635-2671
• Latest filing: 2026-03-18
• Regulatory AUM: $37.0M
• Non-discretionary AUM: $37.0M
• Clients: 1
• Accounts: 135

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126260 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search