PPrivate Fund Data Log in Join · $37/mo

Capital Area Planning Group, LLC

CRD 333056SEC# 801-131246Washington, DC
Export (members)
No longer SEC-registered. Capital Area Planning Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$46.1M
Employees
4
Accounts
214
Location
Washington, DC

Capital Area Planning Group, LLC assets under management

Capital Area Planning Group, LLC is an SEC-registered investment adviser based in Washington, DC. It reports $46.1 million in regulatory assets under management and employs 4 people.

Capital Area Planning Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Sherman Malcolm Ethridge ControlOwner, CcoOver 75%2024

Frequently asked questions

How much does Capital Area Planning Group, LLC manage?

Capital Area Planning Group, LLC reports $46.1 million in regulatory assets under management on its Form ADV.

How many employees does Capital Area Planning Group, LLC have?

Capital Area Planning Group, LLC reports 4 employees.

Where is Capital Area Planning Group, LLC located?

Capital Area Planning Group, LLC is based in Washington, DC.

Does Capital Area Planning Group, LLC disclose fund performance?

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

Contact & registration

Address1255 Union Street NE, 7th Floor, Washington, DC 20002
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$46.1M
Non-discretionary$0
Total (RAUM)$46.1M