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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital and Planning LLC
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| CRD # | 321104 |
| SEC # | 801-125802 |
| CIK # | 0001763608, 0002053750, 0001790688 |
| AUM | $165.7 M (2025-03-30) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 678-519-5733 |
| Address | 2242 Mt Zion Road Jonesboro, GA 30236 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 27.6 | ||
| Quanta Services Inc | 22.7 | ||
| Boeing Co | 11.2 | ||
| Apple Inc | 4.6 | ||
| Costco Wholesale Corp /NEW | 3.5 | ||
| Oracle Corp | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 370 | 62.5 |
| (b) Individuals (high net worth individuals) | 117 | 102.3 |
| (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 | 0 | 0.4 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 742 | 165.7 |
| By Discretionary | ||
| Discretionary | 739 | 163.4 |
| Non-Discretionary | 3 | 2.3 |
| Total | 742 | 165.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.7 | |
| Total | 742 | 165.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001763608] | |
| 13F-HR | [0001790688] | |
| 13F-HR | [0002053750] |
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|---|---|---|
|
Larson Financial Planning Inc
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0.2 | |
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Sage Hill Capital LLC
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MI | 0.2 |
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Crawford Gregory Jason
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CA | 0.2 |
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Balanz Advisors LLC
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FL | 0.2 |
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MO | 0.2 |
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Constant Guidance Financial LLC
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MA | 0.2 |
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Aviator Financial Consulting LLC
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TX | 0.2 |
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SK Advisor Network LLC
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TX | 0.2 |
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Pomona Wealth Management LLC
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WA | 0.2 |
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Lifetime Wealth Management LLC
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0.2 |