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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Planning LLC
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| CRD # | 169470 |
| SEC # | 801-79115 |
| CIK # | 0001763608, 0002053750, 0001790688 |
| AUM | $676.9 M (2025-05-27) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 425-643-1800 |
| Address | 10900 NE 4th Street Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 76.7 |
| (b) Individuals (high net worth individuals) | 208 | 592.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,434 | 676.9 |
| By Discretionary | ||
| Discretionary | 1,434 | 676.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,434 | 676.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 676.9 | |
| Total | 1,434 | 676.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001763608] | |
| 13F-HR | [0001790688] | |
| 13F-HR | [0002053750] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westhill Financial Advisors Inc
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|
CA | 0.7 |
|
Level Financial Advisors Inc
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|
NY | 0.7 |
|
Francis Financial Inc
✚
|
NY | 0.7 |
|
Integrity Financial Corporation
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|
WY | 0.7 |
|
First Kentucky Securities Corporation
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|
KY | 0.7 |
|
Beacon Financial Advisory LLC
✚
|
OH | 0.7 |
|
Flynn Zito Capital Management LLC
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|
NY | 0.7 |
|
Stone House Investment Management LLC
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|
PA | 0.7 |
|
Singer Wealth Advisors LLC
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|
FL | 0.7 |
|
Creative Capital Management Investments LLC
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|
CA | 0.7 |