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| Capital and Planning LLC
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| CRD # | 321104 |
| SEC # | 801-125802 |
| CIK # | 0001763608, 0001790688, 0002053750 |
| AUM | 193.9 M (2026-05-15) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 678-519-5733 |
| Address | 2242 Mt Zion Road Jonesboro, GA 30236 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 20.0 | ||
| Boeing Co | 7.0 | ||
| Apple Inc | 5.5 | ||
| Quanta Services Inc | 4.8 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| AbbVie Inc | 3.5 | ||
| Oracle Corp | 2.4 | ||
| Abbott Laboratories | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 66.4 |
| (b) Individuals (high net worth individuals) | 126 | 126.4 |
| (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 | 0.1 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 792 | 193.9 |
| By Discretionary | ||
| Discretionary | 792 | 193.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 792 | 193.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.9 | |
| Total | 792 | 193.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001763608] | |
| 13F-HR | [0001790688] | |
| 13F-HR | [0002053750] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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