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Capital and Planning, LLC

● SEC registered since 2022CRD 321104SEC# 801-125802Jonesboro, GA
Export (members)
Reg. AUM
$165.7M
Employees
2
Accounts
742
Location
Jonesboro, GA

Capital and Planning, LLC assets under management

Capital and Planning, LLC is an SEC-registered investment adviser based in Jonesboro, GA. The firm has been registered since 2022. It reports $165.7 million in regulatory assets under management and employs 2 people.
www.capitalandplanning.comView on SEC.gov ↗

Capital and Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Lester Edmondson ControlManaging Member/CcoOver 75%2017

Frequently asked questions

How much does Capital and Planning, LLC manage?

Capital and Planning, LLC reports $165.7 million in regulatory assets under management on its Form ADV.

How many employees does Capital and Planning, LLC have?

Capital and Planning, LLC reports 2 employees.

Where is Capital and Planning, LLC located?

Capital and Planning, LLC is based in Jonesboro, GA and has been SEC-registered since 2022.

Does Capital and Planning, LLC disclose fund performance?

Capital and Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2242 Mt. Zion Road, Jonesboro, GA 30236
Phone678-519-5733
Fax678-519-5671
Office hours9:00a.m.-4:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163.4M
Non-discretionary$2.3M
Total (RAUM)$165.7M