CAPITAL PLANNING, LLC

CRD 169470File 801-79115

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$617.7M

Above cohort median (national)

Discretionary AUM

$617.7M

Clients

296

1,169 accounts

Employees

Above cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jan 1, 2014
Principal office: 10900 NE 4TH STREET, SUITE 2300, BELLEVUE, WA, 98004
Phone: 425-643-1800
Website: https://www.linkedin.com/in/michael-d-miller-cfp/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $617.7M
Discretionary AUM: $617.7M
Non-discretionary AUM: $0
Discretionary accounts: 1,169
Non-discretionary accounts: 0
Total accounts: 1,169
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$2.8M
Charitable organizations	Fewer than 5	$6.0M
High net worth individuals	171	$554.1M
Individuals (other than high net worth individuals)	118	$54.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.