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| Capital Planning Advisors LLC
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| CRD # | 170266 |
| SEC # | 801-79170 |
| CIK # | 0001631941 |
| AUM | 1,500.7 M (2026-03-31) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 916-286-7650 |
| Address | 1420 Rocky Ridge Drive Roseville, CA 95661 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001631941 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 41.0 | ||
| Alphabet Inc | 23.2 | ||
| Apple Inc | 22.3 | ||
| Microsoft Corp | 16.9 | ||
| Nvidia Corp | 14.1 | ||
| Amazon Com Inc | 11.2 | ||
| Costco Wholesale Corp /NEW | 10.8 | ||
| Broadcom Inc | 8.0 | ||
| Facebook Inc | 7.7 | ||
| Wal Mart Stores Inc | 7.4 | ||
| Chevron Corp | 7.2 | ||
| International Business Machines Corp | 6.5 | ||
| GS Acquisition Holdings Corp | 6.0 | ||
| Visa Inc | 5.7 | ||
| GE Vernova Inc | 5.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 163.9 |
| (b) Individuals (high net worth individuals) | 199 | 924.6 |
| (c) Banking or thrift institutions | 0 | 72.8 |
| (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 | 254.5 |
| (h) Charitable organizations | 5 | 31.2 |
| (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 | 7 | 53.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,213 | 1,500.7 |
| By Discretionary | ||
| Discretionary | 1,213 | 1,500.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,213 | 1,500.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,500.2 | |
| Total | 1,213 | 1,500.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001631941] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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