# Capital Planning

Capital Planning is a Bank / Wealth / Trust based in Naples, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Naples, United States
- **Region:** North America
- **Address:** Bellevue, WA, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** capplanllc.com
- **LinkedIn:** https://www.linkedin.com/company/capital-planning

## About

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.

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

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