CAPITAL PLANNING, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 169470). Regulatory assets under management: $617.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| 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 | — |