RIA Intelligence

CAPITAL PLANNING CORP

CRD #105013 SEC #801-19781 BELLEVUE, WA 425-643-1800
SEC Registered
Total AUM
$305.5M
Discretionary
$281M
Employees
10
Clients
1
Accounts
1,580

Firm Details

Organization Type
Corporation
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ARNOLD, DEANNA, LYNNIVICE PRESIDENT, OPERATIONSNA Control
ARNOLD, DEANNA, LYNNIVICE PRESIDENT, OPERATIONSNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT & COONA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIEXECUTIVE VICE PRESIDENTNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT & COONA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIEXECUTIVE VICE PRESIDENTNA Control
KELLEY, JAMES, EARLIEXECUTIVE VICE PRESIDENTNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
KELLEY, JAMES, EARLIPRESIDENT, CHIEF OPERATING OFFICERNA Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN & CEO/CCOE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLIPRESIDENT & CEOE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN & CEOE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLIPRESIDENT & CEOE Control
MILLER, MICHAEL, DARRELLIPRESIDENT & CEOE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
MILLER, MICHAEL, DARRELLICHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 25, 2013 REGISTERED

Notice Filings (7)

AZ CA FL NE TN TX WA

Address

10900 NE 4TH STREET
SUITE 1030
BELLEVUE, WA 98004
United States
Phone: 425-643-1800