CAPASSO PLANNING PARTNERS LLC of CHARLESTON, SC is an SEC-registered investment adviser (CRD 294673). Regulatory assets under management: $274.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Kirk A Matenaer | PARTNER & SENIOR WEALTH ADVISOR | — |
| Charles Dustin Capasso | MANAGING MEMBER | — |
| Daniel Patrick Callahan | OWNER | — |
| Michael Brady O'Connor | CHIEF COMPLIANCE OFFICER | — |
| CALLAHAN THOMAS PATRICK | PARTNER; PARTNER & CHIEF INVESTMENT OFFICER | — |
| CAPASSO CHARLES DUSTIN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |