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Capital Planning Advisors LLC
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CRD # | 170266 |
SEC # | 801-79170 |
CIK # | 0001631941 |
AUM | $1.1 BB (2024-03-21) |
Employees | 9 (78% Investors, 0% Brokers) |
Phone | 916-286-7650 |
Address | 1420 Rocky Ridge Drive Roseville, CA 95661 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLDM | 28.9 | ||
MSFT | 1,918,222.4 | 21.1 | |
AAPL | 2,382,844.0 | 20.1 | |
GOOGL | 1,475,138.5 | 15.3 | |
COST | 207,576.9 | 12.6 | |
AMZN | 1,092,997.8 | 11.5 | |
NVDA | 399,550.0 | 9.7 | |
V | 419,260.5 | 7.8 | |
PGR | 67,509.2 | 6.7 | |
UNH | 477,004.0 | 6.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 148 | 81.4 |
(b) Individuals (high net worth individuals) | 185 | 694.6 |
(c) Banking or thrift institutions | 0 | 61.0 |
(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 | 45 | 207.1 |
(h) Charitable organizations | 5 | 21.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 3.9 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 11 | 67.5 |
(n) Other | 0 | 0.0 |
Total | 1,057 | 1,136.9 |
By Discretionary | ||
Discretionary | 1,056 | 1,132.6 |
Non-Discretionary | 1 | 4.3 |
Total | 1,057 | 1,136.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 1,136.6 | |
Total | 1,057 | 1,136.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001631941] |
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Rossmore Private Capital LLC
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|
CT | 1.1 |
Kavar Capital Partners Group LLC
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KS | 1.1 |
True Link Financial Advisors LLC
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Evelyn Partners Asset Management Limited
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1.1 | |
Stephens Group Asset Management LLC
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AR | 1.1 |
Beirne Wealth Consulting Services LLC
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CT | 1.1 |
SBK Financial Inc
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VA | 1.1 |
Burton Enright Welch
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CA | 1.1 |
Capital Advisors Ltd LLC
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OH | 1.1 |
Legacy Capital Wealth Partners LLC
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AR | 1.1 |