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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Planning Advisors LLC
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| CRD # | 170266 |
| SEC # | 801-79170 |
| CIK # | 0001631941 |
| AUM | $1.4 B (2025-07-28) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 916-286-7650 |
| Address | 1420 Rocky Ridge Drive Roseville, CA 95661 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001631941 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 36.1 | ||
| Microsoft Corp | 23.4 | ||
| Apple Inc | 19.0 | ||
| Alphabet Inc | 15.1 | ||
| Nvidia Corp | 14.1 | ||
| Amazon Com Inc | 13.4 | ||
| Costco Wholesale Corp /NEW | 12.3 | ||
| VISA Inc | 10.6 | ||
| Facebook Inc | 9.5 | ||
| Progressive Corp/Oh/ | 8.4 | ||
| International Business Machines Corp | 8.3 | ||
| Broadcom Inc | 8.1 | ||
| Progressive Waste Solutions Ltd | 6.6 | ||
| Wal Mart Stores Inc | 6.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 154.6 |
| (b) Individuals (high net worth individuals) | 196 | 861.9 |
| (c) Banking or thrift institutions | 0 | 53.3 |
| (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 | 46 | 222.5 |
| (h) Charitable organizations | 5 | 26.6 |
| (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 | 6 | 57.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,144 | 1,376.4 |
| By Discretionary | ||
| Discretionary | 1,144 | 1,376.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,144 | 1,376.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,376.1 | |
| Total | 1,144 | 1,376.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001631941] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Penobscot Investment Management Company Inc
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|
MA | 1.4 |
|
PER Stirling Capital Management LLC
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|
TX | 1.4 |
|
Rollins Financial Advisors LLC
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|
GA | 1.4 |
|
Millennium Investment and Retirement Advisors LLC
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|
1.4 | |
|
Asset Risk Consultants UK Limited
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|
1.4 | |
|
Regatta Capital Group LLC
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|
CA | 1.4 |
|
Slater Investments Limited
✚
|
1.4 | |
|
Gilbert & Cook Inc
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|
IA | 1.4 |
|
Grassi Investment Management LLC
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|
CA | 1.4 |
|
Euro Pacific Asset Management LLC
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|
PR | 1.4 |