# CAPITAL PLANNING, LLC

CAPITAL PLANNING, LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 169470
- Type: SEC-registered investment adviser
- SEC file number: 801-79115
- Location: 10900 NE 4TH STREET, SUITE 2300, BELLEVUE, WA, 98004
- Phone: 425-643-1800
- Latest filing: 2026-03-31
- Regulatory AUM: $617.7M
- Discretionary AUM: $617.7M
- Clients: 12
- Accounts: 1,169

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James Earl Kelley | MEMBER, PRESIDENT, CHIEF OPERATING OFFICER | — |
| Michael Darrell Miller | CHAIRMAN, CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| MILLER MICHAEL DARRELL | CHAIRMAN, CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| KELLEY JAMES EARL | MEMBER, CHIEF OPERATING OFFICER; MEMBER, PRESIDENT, CHIEF OPERATING OFFICER | — |
| QUIGLEY WILLIAM MICHAEL | MEMBER | — |
| EMANUELS STEPHEN PATRICK | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169470/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169470/similar
- Related entities: https://search.stillhousedata.com/firm/169470/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169470

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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.