# Capital and Planning

Capital and Planning is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 321104
- **SEC file number:** 801-125802
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321104

## About

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.

## Questions

### 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.

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

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