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Capital Planning
Capital Planning was established in 1983 as a Washington-based wealth manager. The firm supplies investment advisory services covering budget, retirement,...
Overview
Capital Planning was established in 1983 as a Washington-based wealth manager. The firm supplies investment advisory services covering budget, retirement, and tax planning. It serves individuals, high-net-worth individuals, and businesses through conventional advisory arrangements. No specific 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 have been identified. The firm operates as a conventional RIA without documented succession structures, co-investor clubs, or hybrid mandates that would distinguish its architecture from peer advisory practices.
General information
Firm type
Bank / Wealth / Trust
Year founded
1983
Location
Region
North America
Country
United States
City
Naples
Corporate office
Bellevue, WA, United States
Frequently asked questions
Who runs investment decisions at Capital Planning?
No named principals or CIO appear in public records.
Does Capital Planning participate in fund commitments or only direct deals?
Available information shows only standard investment advisory services.
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