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CAPITAL AND PLANNING, LLC
CRD 321104File 801-125802
APPROVED
Retail clients
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$193.9M
Below cohort median (national)
Discretionary AUM
$193.9M
Clients
517
792 accounts
Employees
2
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 3, 2022
- Principal office
- 2242 MT. ZION ROAD, JONESBORO, GA, 30236
- Phone
- 678-519-5733
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $193.9M
- Discretionary AUM
- $193.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 792
- Non-discretionary accounts
- 0
- Total accounts
- 792
- AUM per client
- $375K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $565K |
| Charitable organizations | Fewer than 5 | $557K |
| High net worth individuals | 126 | $126.4M |
| Pension and profit sharing plans | Fewer than 5 | $55K |
| Individuals (other than high net worth individuals) | 391 | $66.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.