# CAPITAL PLANNING ADVISORS LLC

CAPITAL PLANNING ADVISORS LLC of ROSEVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 170266
- Type: SEC-registered investment adviser
- SEC file number: 801-79170
- Location: 1420 ROCKY RIDGE DRIVE, #140, ROSEVILLE, CA, 95661
- Phone: 916-286-7650
- Latest filing: 2026-03-31
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 10
- Accounts: 1,213

## Business model

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

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| George Sutcliffe | VICE PRESIDENT | Sonoma, CA |
| Lawrence Arthur Hansen | CHIEF COMPLIANCE OFFICER | — |
| Jason Thomas Bell | CHIEF INVESTMENT OFFICER | — |
| James Boyd Wilson | CHIEF EXECUTIVE OFFICER | — |
| HANSEN LAWRENCE ARTHUR | CHIEF COMPLIANCE OFFICER; MEMBER & CCO; TRUSTEE | — |
| SOLLAZZO MICHAEL ANTHONY | MANAGING MEMBER; MEMBER; TRUSTEE | — |
| PRETTI BRIAN JAMES | TRUSTEE | — |
| WILSON JAMES BOYD | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| BELL JASON THOMAS | CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Sutcliffe George | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170266/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170266/similar
- Related entities: https://search.stillhousedata.com/firm/170266/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170266

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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.