CAPITAL AND PLANNING, LLC
CAPITAL AND PLANNING, LLC of JONESBORO, GA is an SEC-registered investment adviser (CRD 321104). Regulatory assets under management: $193.9M.
Registration
- CRD: 321104
- SEC file number: 801-125802
- Type: Registered investment adviser
- Location: 2242 MT. ZION ROAD, JONESBORO, GA, 30236
- Phone: 678-519-5733
- Latest filing: 2026-05-15
- Regulatory AUM: $193.9M
- Discretionary AUM: $193.9M
- Clients: 2
- Accounts: 792
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Michael Lester Edmondson | MANAGING MEMBER/CCO | — |
| EDMONDSON MICHAEL LESTER | MANAGING MEMBER/CCO | — |
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