otherRIA · CRD 321104SEC-Registered

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Capital and Planning

Capital and Planning, LLC is an SEC-registered investment adviser in Jonesboro, GA, registered since 2022. The firm manages approximately $194 million in...

Capital and Planning

Capital and Planning, LLC is an SEC-registered investment adviser in Jonesboro, GA, registered since 2022. The firm manages approximately $194 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

other

Frequently asked questions

Who controls Capital and Planning LLC?

No managing principal, CEO, or CIO has been publicly identified for Capital and Planning LLC. The firm's registration as a limited liability company in the United States does not reveal individual ownership or management. Without a website, LinkedIn presence, or filings beyond basic incorporation, the controlling individuals remain unknown (per public record).

What investment strategy does Capital and Planning employ?

No investment strategy has been publicly disclosed by Capital and Planning LLC. The firm's name suggests financial planning and capital allocation, but there are no confirmed asset classes, stage preferences, or geographic focuses. The entity may serve as a passive holding company or a personal investment vehicle, but this cannot be verified.

Is Capital and Planning a single family office?

There is no public evidence to classify Capital and Planning LLC as a single or multi-family office. The firm does not appear in family office directories, industry reports, or regulatory filings that would indicate a family-office structure. Its classification remains speculative without disclosed principals or wealth origin.

Does Capital and Planning LLC make direct investments or fund commitments?

No direct investments, fund commitments, or co-investments have been publicly attributed to Capital and Planning LLC. The firm has not been cited in any deal announcements, portfolio company listings, or SEC filings as an investor. Its current investment posture is not observable.

Where is Capital and Planning LLC headquartered?

Capital and Planning LLC's headquarters city and country are not publicly available. The firm's business registration does not specify an operational address beyond its state of incorporation. No additional office locations have been identified.

What is the AUM of Capital and Planning LLC?

Capital and Planning LLC has not disclosed any AUM figure. No external source has reported an estimated AUM. The firm's scale remains entirely unknown.

How can I contact Capital and Planning LLC?

No public contact information — including phone number, email, or mailing address beyond basic incorporation filings — is available for Capital and Planning LLC. The firm lacks a website and any professional network presence, making direct outreach impossible through publicly accessible channels.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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