| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Dustin Capasso Control | Managing Member | 50-75% | 2018 |
| Daniel Patrick Callahan | Owner | 10-25% | 2021 |
| Kirk A Matenaer | Partner & Senior Wealth Advisor | Under 5% | 2023 |
Capasso Planning Partners LLC reports $327.7 million in regulatory assets under management on its Form ADV.
Capasso Planning Partners LLC reports 9 employees.
Capasso Planning Partners LLC is based in Charleston, SC and has been SEC-registered since 2021.
Capasso Planning Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 635 East Bay Street, Suite C, Charleston, SC 29403 |
| Phone | 843-608-8487 |
| Fax | N/A |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $322.5M |
| Non-discretionary | $5.2M |
| Total (RAUM) | $327.7M |