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| Asset Planning Inc
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|---|---|
| CRD # | 111535 |
| SEC # | 801-62993 |
| CIK # | 0002048547, 0000007773 |
| AUM | 553.5 M (2026-01-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 714-827-5794 |
| Address | 4281 Katella Avenue Los Alamitos, CA 90720 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Tue, 28 Jul 2026 | Capital Asset Planning, Inc. Revenue Breakdown – TSE:3965 — TradingView |
| Sat, 16 May 2026 | Antos Pinnacles strengthens multi-jurisdictional global presence with AI, technology, and strategic asset planning — The Star |
| Thu, 14 May 2026 | Barrie's infrastructure funding gap puts pressure on asset planning — Barrie 360 |
| Thu, 16 Apr 2026 | IMPEX 2026 returns as Hong Kong’s largest immigration and property expo on 18-19 April, expanding its focus on global mobility and asset planning #IMPEX2026 #第七屆國際移民及置業博覽 — Media OutReach Newswire |
| CIK | Period |
|---|---|
| 0002048547 0000007773 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 13.2 | ||
| Lilly Eli & Co | 12.4 | ||
| Transdigm Group Inc | 10.5 | ||
| Allstate Corp | 9.5 | ||
| Apple Inc | 7.9 | ||
| Costco Wholesale Corp /NEW | 7.4 | ||
| Nvidia Corp | 4.1 | ||
| McDonalds Corp | 4.1 | ||
| Health Care REIT Inc /DE/ | 4.0 | ||
| Altria Group Inc | 3.2 | ||
| Realty Income Corp | 2.8 | ||
| Verizon Communications Inc | 2.5 | ||
| Edwards Lifesciences Corp | 2.1 | ||
| Netflix Inc | 2.1 | ||
| Chevron Corp | 2.0 | ||
| Sempra Energy | 2.0 | ||
| Microsoft Corp | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| Ace Ltd | 1.5 | ||
| Mastercard Inc | 1.4 | ||
| Starbucks Corp | 1.4 | ||
| Procter & Gamble Co | 1.3 | ||
| Southern Co | 1.2 | ||
| Johnson & Johnson | 1.2 | ||
| Lockheed Martin Corp | 1.1 | ||
| Bristol Myers Squibb Co | 1.1 | ||
| Edison International | 1.0 | ||
| Consolidated Edison Inc | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 79.9 |
| (b) Individuals (high net worth individuals) | 186 | 471.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 973 | 553.5 |
| By Discretionary | ||
| Discretionary | 969 | 552.3 |
| Non-Discretionary | 4 | 1.1 |
| Total | 973 | 553.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 553.5 | |
| Total | 973 | 553.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000007773] | |
| 13F-HR | [0002048547] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 (1 non-US) |
| Serves | Retail |
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