# CAPASSO PLANNING PARTNERS LLC

CAPASSO PLANNING PARTNERS LLC of CHARLESTON, SC is an SEC-registered investment adviser.

## Registration

- CRD: 294673
- Type: SEC-registered investment adviser
- SEC file number: 801-120995
- Location: 635 EAST BAY STREET, SUITE C, CHARLESTON, SC, 29403
- Phone: 843-608-8487
- Latest filing: 2026-04-23
- Regulatory AUM: $274.2M
- Discretionary AUM: $269.1M
- Non-discretionary AUM: $5.1M
- Clients: 5
- Accounts: 1,073

## Business model

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

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/294673/brochure
- Similar advisers: https://search.stillhousedata.com/firm/294673/similar
- Related entities: https://search.stillhousedata.com/firm/294673/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/294673

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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.