# Planning Capital Management

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

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Philadelphia, United States
- **Region:** North America
- **Address:** Philadelphia, PA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** http://www.capitalplanninggroupllc.com
- **LinkedIn:** https://www.linkedin.com/company/planning-capital

## Regulatory record

- **Reports private funds:** No

## About

Planning Capital Management is a wealth management firm based in Paoli, Pennsylvania. It focuses on serving clients in North America.

## Questions

### Who runs investment decisions at Planning Capital Management?

Planning Capital Management operates with an internal investment committee that sets asset-allocation frameworks and approves manager selections, though the names of individual committee members are not publicly disclosed beyond the firm's Form ADV filings. Advisers retain discretion within those frameworks to tailor portfolios to each client's tax, liquidity, and estate-planning needs. The firm's registered principals hold standard RIA designations and are listed in regulatory filings.

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Updated: 2026-08-10T19:36:47.593Z

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