| Name | Title | Ownership | Since |
|---|---|---|---|
| Bluespring Wealth Partners, LLC Control | Owner | Over 75% | 2021 |
| George Sutcliffe Control | Vice President | Under 5% | 2022 |
| James Boyd Wilson Control | Chief Executive Officer | Under 5% | 2022 |
Capital Planning Advisors LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Capital Planning Advisors LLC reports 10 employees.
Capital Planning Advisors LLC is based in Roseville, CA.
Capital Planning Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1420 Rocky Ridge Drive, #140, Roseville, CA 95661 |
| Office hours | 8:00a.m.-5:00p.m. |
| Discloses disciplinary history | No |
| Discretionary | $1.38B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.38B |