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| Happy Holidays!! thanks for using AUM13F!! |
| Capasso Planning Partners LLC
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| CRD # | 294673 |
| SEC # | 801-120995 |
| CIK # | 0001911938 |
| AUM | $327.7 M (2025-06-24) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 843-608-8487 |
| Address | 635 East Bay Street Charleston, SC 29403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.5 | ||
| AbbVie Inc | 1.3 | ||
| Lilly Eli & Co | 1.1 | ||
| Amazon Com Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 543 | 138.6 |
| (b) Individuals (high net worth individuals) | 86 | 184.9 |
| (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 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 17 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,748 | 327.7 |
| By Discretionary | ||
| Discretionary | 1,739 | 322.5 |
| Non-Discretionary | 9 | 5.2 |
| Total | 1,748 | 327.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.7 | |
| Total | 1,748 | 327.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911938] |
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|---|---|---|
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Altruist Financial Advisors LLC
✚
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0.3 | |
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Morey & Quinn Wealth Partners LLC
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NE | 0.3 |
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Adapt Wealth Advisors LLC
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GA | 0.3 |
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Northeast Planning Associates Inc
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NH | 0.3 |
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TFR Capital LLC
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TX | 0.3 |
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Kirtland Financial Management Inc
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FL | 0.3 |
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Henderson Brothers Financial Partners LLC
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PA | 0.3 |
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American Assets Capital Advisers LLC
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CA | 0.3 |
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van Clemens Wealth Management LLC
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MN | 0.3 |
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Callahan Wealth Advisory LLC
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0.3 |