| Name | Title | Ownership | Since |
|---|---|---|---|
| James Earl Kelley Control | Member, President, Chief Operating Officer | 10-25% | 2014 |
| M3 Holdings Corp Dba Capital Planning Corporation Control | Owner | Over 75% | 2013 |
| Michael Darrell Miller Control | Chief Executive Officer & Chief Compliance Officer | Under 5% | 2014 |
Capital Planning, LLC reports $676.9 million in regulatory assets under management on its Form ADV.
Capital Planning, LLC reports 13 employees.
Capital Planning, LLC is based in Bellevue, WA and has been SEC-registered since 2014.
Capital Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10900 NE 4th Street, Suite 2300, Bellevue, WA 98004 |
| Phone | 425-643-1800 |
| Fax | 425-643-1216 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1790688 |
| Discloses disciplinary history | No |
| Discretionary | $676.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $676.9M |