STRATEGIC CAPITAL PLANNING, INC.

STRATEGIC CAPITAL PLANNING, INC. is an SEC-registered investment adviser (CRD 140438). Regulatory assets under management: $20.0M.

Registration

• CRD: 140438
• Type: Registered investment adviser
• Phone: 912-682-9807
• Latest filing: 2026-02-04
• Regulatory AUM: $20.0M
• Non-discretionary AUM: $20.0M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140438 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search