# Capital Planning Consultants

Capital Planning Consultants is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 126260
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126260

## About

Capital Planning Consultants, LLC is a state-registered investment adviser in Cromwell, CT. The firm manages approximately $37 million in regulatory assets. It has 1 employee and 1 investment adviser.

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- [Mersereau, Lazenby & Rockas](https://altss.com/profile/mersereau-lazenby-and-rockas-llc)
- [Lifetime Strategies, LLC](https://altss.com/profile/lifetime-strategies-llc)

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Last updated: 2026-07-06T01:24:13.527Z

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