Capital Planning Advisors LLC

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Assets, Funds, Holdings

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Capital Planning Advisors LLC
CRD #170266
SEC #801-79170
CIK #0001631941
AUM $1.1 BB (2024-03-21)
Employees 9 (78% Investors, 0% Brokers)
Phone916-286-7650
Address1420 Rocky Ridge Drive
Roseville, CA 95661
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
120096072048024002009201420192025
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 ($MM)
60048036024012002014201720212025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001631941]
Comparable Firms State AUM ($BB)
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Kavar Capital Partners Group LLC
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True Link Financial Advisors LLC
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Evelyn Partners Asset Management Limited
1.1
Stephens Group Asset Management LLC
AR 1.1
Beirne Wealth Consulting Services LLC
CT 1.1
SBK Financial Inc
VA 1.1
Burton Enright Welch
CA 1.1
Capital Advisors Ltd LLC
OH 1.1
Legacy Capital Wealth Partners LLC
AR 1.1
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