# Capital Planning Associates

Capital Planning Associates is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 128863
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128863

## About

Capital Planning Associates, Inc. is a state-registered investment adviser in Marlton, NJ. The firm manages approximately $3 million in regulatory assets. It is based in New Jersey.

## Questions

### What is the firm's AUM and where does the capital come from?

No AUM has been publicly disclosed or estimated by any publication. The capital source is unknown. Given the firm's obscurity, the most plausible inference is that it manages assets for a single family or a small group of private clients, but this cannot be verified from any available source.

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

Canonical page: https://altss.com/profile/capital-planning-associates-incorporated

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