INTEGRATED CAPITAL PLANNING LLC

INTEGRATED CAPITAL PLANNING LLC of BEND, OR is an SEC-registered investment adviser (CRD 131574). Regulatory assets under management: $29.9M.

Registration

• CRD: 131574
• Type: Registered investment adviser
• Location: 550 SW INDUSTRIAL WAY, BEND, OR, 97702
• Phone: 503-575-9174
• Latest filing: 2026-03-19
• Regulatory AUM: $29.9M
• Discretionary AUM: $29.9M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131574 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search