# Capasso Planning Partners

Capasso Planning Partners is a Bank / Wealth / Trust based in Charleston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charleston, United States
- **Region:** North America
- **Address:** Charleston, SC, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** capassoplanningpartners.com
- **LinkedIn:** https://www.linkedin.com/company/35477295

## Regulatory record

- **CRD number:** 294673
- **SEC file number:** 801-120995
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/294673

## About

Capasso Planning Partners began operations in 2018 in Charleston, South Carolina. It functions as a registered investment advisor focused on advisory relationships. The firm provides investment advisory services that include financial planning and portfolio management. No asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm operates as a conventional wealth manager without documented hybrid structures, co-investment clubs, or succession arrangements beyond standard RIA registration.

## Questions

### What services does Capasso Planning Partners provide?

The firm offers investment advisory services that include financial planning and investment management to individuals and high-net-worth clients.

### When was Capasso Planning Partners founded?

The firm was established in 2018.

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Last updated: 2026-06-03T20:00:00.000Z

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