# Carriage House Planning LLC

Carriage House Planning LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://carriagehouseplanning.com
- **LinkedIn:** https://www.linkedin.com/company/casey-fulp-cfp%c2%ae-98962023

## Regulatory record

- **CRD number:** 309068
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309068

## About

CARRIAGE HOUSE PLANNING LLC is a state-registered investment adviser with $21 million in regulatory assets under management. The firm manages $20 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs Carriage House Planning LLC?

No named principals or executives are publicly associated with Carriage House Planning LLC. The firm has no listed management team on any regulatory or professional network, and its ownership structure is not disclosed.

### Where is Carriage House Planning LLC headquartered?

The firm's headquarters location is not publicly available. No office address, phone number, or jurisdiction of incorporation is listed in any accessible business registry or directory.

### How large is Carriage House Planning LLC?

AUM and team size are not disclosed. No third-party estimate of assets under management exists. The firm's total professionals or deployment activity remain unknown.

### Does Carriage House Planning LLC make direct investments?

No direct investments, fund commitments, or portfolio companies are attributed to Carriage House Planning LLC in public sources. Whether the firm makes direct equity or debt placements is unverifiable.

### What is the wealth origin behind Carriage House Planning LLC?

The source of capital for Carriage House Planning is not disclosed. No family or entrepreneurial wealth origin is publicly associated with the entity.

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Last updated: 2026-07-06T01:24:13.754Z

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