# CAPITAL PLANNING ASSOCIATES, INCORPORATED

CAPITAL PLANNING ASSOCIATES, INCORPORATED of MARLTON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 128863
- Type: SEC-registered investment adviser
- Location: 750 ROUTE 73 SOUTH, MARLTON, NJ, 08053
- Phone: 609-714-8889
- Latest filing: 2011-07-29
- Regulatory AUM: $3.0M
- Non-discretionary AUM: $3.0M
- Accounts: 7

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128863/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128863/similar
- Related entities: https://search.stillhousedata.com/firm/128863/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128863

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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.