CAPITAL RETIREMENT PLANNING, LLC

CAPITAL RETIREMENT PLANNING, LLC of ROUND ROCK, TX is an SEC-registered investment adviser (CRD 145156). Regulatory assets under management: $20.0M.

Registration

• CRD: 145156
• Type: Registered investment adviser
• Location: 505 E PALM VALLEY BLVD., ROUND ROCK, TX, 78664
• Phone: 512-310-0202
• Latest filing: 2026-05-01
• Regulatory AUM: $20.0M
• Discretionary AUM: $20.0M
• Clients: 2
• Accounts: 110

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145156 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search