CAPITAL PLANNING, LLC
CRD #169470 SEC #801-79115 BELLEVUE, WA 425-643-1800
SEC Registered
Total AUM
$676.9M
Discretionary
$676.9M
Employees
13
Clients
251
Accounts
1,434
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $676.9M | $676.9M | $0 | 13 | 9 |
| May 2025 | $676.9M | $676.9M | $0 | 13 | 9 |
| Apr 2025 | $676.9M | $676.9M | $0 | 13 | 9 |
| Mar 2025 | $676.9M | $676.9M | $0 | 13 | 9 |
| Mar 2025 | $676.9M | $676.9M | $0 | 13 | 9 |
| Oct 2024 | $549.4M | $549.4M | $0 | 14 | 10 |
| Jul 2024 | $549.4M | $549.4M | $0 | 14 | 10 |
| Jul 2024 | $549.4M | $549.4M | $0 | 14 | 10 |
| May 2024 | $549.4M | $549.4M | $0 | 14 | 10 |
| Mar 2024 | $549.4M | $549.4M | $0 | 14 | 10 |
| Mar 2024 | $549.4M | $549.4M | $0 | 14 | 10 |
| Nov 2023 | $461.3M | $461.3M | $0 | 13 | 12 |
| Sep 2023 | $461.3M | $461.3M | $0 | 13 | 12 |
| Apr 2023 | $461.3M | $461.3M | $0 | 13 | 12 |
| Apr 2023 | $461.3M | $461.3M | $0 | 13 | 12 |
| Mar 2023 | $461.3M | $461.3M | $0 | 13 | 12 |
| Mar 2023 | $461.3M | $461.3M | $0 | 13 | 12 |
| Mar 2023 | $461.3M | $461.3M | $0 | 13 | 12 |
| Dec 2022 | $570.8M | $569.3M | $1.5M | 13 | 16 |
| Nov 2022 | $570.8M | $569.3M | $1.5M | 13 | 16 |
| Aug 2022 | $570.8M | $569.3M | $1.5M | 13 | 16 |
| Aug 2022 | $570.8M | $569.3M | $1.5M | 13 | 16 |
| Jul 2022 | $570.8M | $569.3M | $1.5M | 13 | 16 |
| Mar 2022 | $570.8M | $569.3M | $1.5M | 13 | 16 |
| Mar 2022 | $570.8M | $569.3M | $1.5M | 13 | 16 |
| Mar 2022 | $570.8M | $569.3M | $1.5M | 13 | 16 |
| Apr 2021 | $495.4M | $493.8M | $1.7M | 12 | 17 |
| Apr 2021 | $495.4M | $493.8M | $1.7M | 12 | 17 |
| Mar 2021 | $495.4M | $493.8M | $1.7M | 12 | 17 |
| Jun 2020 | $434.6M | $432.3M | $2.3M | 12 | 7 |
| Jun 2020 | $434.6M | $432.3M | $2.3M | 12 | 7 |
| Jun 2020 | $434.6M | $432.3M | $2.3M | 12 | 7 |
| Mar 2020 | $434.6M | $432.3M | $2.3M | 12 | 7 |
| Aug 2019 | $327.1M | $264.5M | $62.6M | 11 | 1 |
| Jul 2019 | $327.1M | $264.5M | $62.6M | 11 | 1 |
| Mar 2019 | $327.1M | $264.5M | $62.6M | 11 | 1 |
| Oct 2018 | $556.4M | $438.6M | $117.8M | 9 | 1 |
| Oct 2018 | $556.4M | $438.6M | $117.8M | 9 | 1 |
| Oct 2018 | $556.4M | $438.6M | $117.8M | 9 | 1 |
| Apr 2018 | $556.4M | $438.6M | $117.8M | 9 | 1 |
| Mar 2018 | $556.4M | $438.6M | $117.8M | 9 | 1 |
| Jan 2018 | $407.7M | $337.1M | $70.6M | 12 | 1 |
| Sep 2017 | $407.7M | $337.1M | $70.6M | 12 | 500 |
| Mar 2017 | $407.7M | $337.1M | $70.6M | 12 | 500 |
| Mar 2016 | $365.2M | $313.7M | $51.4M | 11 | 500 |
| Nov 2015 | $381.6M | $324.3M | $57.3M | 8 | 500 |
| Jun 2015 | $381.6M | $324.3M | $57.3M | 8 | 500 |
| Mar 2015 | $381.6M | $324.3M | $57.3M | 8 | 500 |
| Mar 2014 | $343.4M | $309.2M | $34.2M | 7 | 0 |
| Mar 2014 | $343.4M | $309.2M | $34.2M | 7 | 0 |
| Jan 2014 | $343.4M | $309.2M | $34.2M | 7 | 0 |
| Jan 2014 | $343.4M | $309.2M | $34.2M | 7 | 0 |
DateMay 2025
Total AUM$676.9M
Discretionary$676.9M
Non-Disc.$0
Employees13
Clients9
DateMay 2025
Total AUM$676.9M
Discretionary$676.9M
Non-Disc.$0
Employees13
Clients9
DateApr 2025
Total AUM$676.9M
Discretionary$676.9M
Non-Disc.$0
Employees13
Clients9
DateMar 2025
Total AUM$676.9M
Discretionary$676.9M
Non-Disc.$0
Employees13
Clients9
DateMar 2025
Total AUM$676.9M
Discretionary$676.9M
Non-Disc.$0
Employees13
Clients9
DateOct 2024
Total AUM$549.4M
Discretionary$549.4M
Non-Disc.$0
Employees14
Clients10
DateJul 2024
Total AUM$549.4M
Discretionary$549.4M
Non-Disc.$0
Employees14
Clients10
DateJul 2024
Total AUM$549.4M
Discretionary$549.4M
Non-Disc.$0
Employees14
Clients10
DateMay 2024
Total AUM$549.4M
Discretionary$549.4M
Non-Disc.$0
Employees14
Clients10
DateMar 2024
Total AUM$549.4M
Discretionary$549.4M
Non-Disc.$0
Employees14
Clients10
DateMar 2024
Total AUM$549.4M
Discretionary$549.4M
Non-Disc.$0
Employees14
Clients10
DateNov 2023
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees13
Clients12
DateSep 2023
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees13
Clients12
DateApr 2023
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees13
Clients12
DateApr 2023
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees13
Clients12
DateMar 2023
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees13
Clients12
DateMar 2023
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees13
Clients12
DateMar 2023
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees13
Clients12
DateDec 2022
Total AUM$570.8M
Discretionary$569.3M
Non-Disc.$1.5M
Employees13
Clients16
DateNov 2022
Total AUM$570.8M
Discretionary$569.3M
Non-Disc.$1.5M
Employees13
Clients16
DateAug 2022
Total AUM$570.8M
Discretionary$569.3M
Non-Disc.$1.5M
Employees13
Clients16
DateAug 2022
Total AUM$570.8M
Discretionary$569.3M
Non-Disc.$1.5M
Employees13
Clients16
DateJul 2022
Total AUM$570.8M
Discretionary$569.3M
Non-Disc.$1.5M
Employees13
Clients16
DateMar 2022
Total AUM$570.8M
Discretionary$569.3M
Non-Disc.$1.5M
Employees13
Clients16
DateMar 2022
Total AUM$570.8M
Discretionary$569.3M
Non-Disc.$1.5M
Employees13
Clients16
DateMar 2022
Total AUM$570.8M
Discretionary$569.3M
Non-Disc.$1.5M
Employees13
Clients16
DateApr 2021
Total AUM$495.4M
Discretionary$493.8M
Non-Disc.$1.7M
Employees12
Clients17
DateApr 2021
Total AUM$495.4M
Discretionary$493.8M
Non-Disc.$1.7M
Employees12
Clients17
DateMar 2021
Total AUM$495.4M
Discretionary$493.8M
Non-Disc.$1.7M
Employees12
Clients17
DateJun 2020
Total AUM$434.6M
Discretionary$432.3M
Non-Disc.$2.3M
Employees12
Clients7
DateJun 2020
Total AUM$434.6M
Discretionary$432.3M
Non-Disc.$2.3M
Employees12
Clients7
DateJun 2020
Total AUM$434.6M
Discretionary$432.3M
Non-Disc.$2.3M
Employees12
Clients7
DateMar 2020
Total AUM$434.6M
Discretionary$432.3M
Non-Disc.$2.3M
Employees12
Clients7
DateAug 2019
Total AUM$327.1M
Discretionary$264.5M
Non-Disc.$62.6M
Employees11
Clients1
DateJul 2019
Total AUM$327.1M
Discretionary$264.5M
Non-Disc.$62.6M
Employees11
Clients1
DateMar 2019
Total AUM$327.1M
Discretionary$264.5M
Non-Disc.$62.6M
Employees11
Clients1
DateOct 2018
Total AUM$556.4M
Discretionary$438.6M
Non-Disc.$117.8M
Employees9
Clients1
DateOct 2018
Total AUM$556.4M
Discretionary$438.6M
Non-Disc.$117.8M
Employees9
Clients1
DateOct 2018
Total AUM$556.4M
Discretionary$438.6M
Non-Disc.$117.8M
Employees9
Clients1
DateApr 2018
Total AUM$556.4M
Discretionary$438.6M
Non-Disc.$117.8M
Employees9
Clients1
DateMar 2018
Total AUM$556.4M
Discretionary$438.6M
Non-Disc.$117.8M
Employees9
Clients1
DateJan 2018
Total AUM$407.7M
Discretionary$337.1M
Non-Disc.$70.6M
Employees12
Clients1
DateSep 2017
Total AUM$407.7M
Discretionary$337.1M
Non-Disc.$70.6M
Employees12
Clients500
DateMar 2017
Total AUM$407.7M
Discretionary$337.1M
Non-Disc.$70.6M
Employees12
Clients500
DateMar 2016
Total AUM$365.2M
Discretionary$313.7M
Non-Disc.$51.4M
Employees11
Clients500
DateNov 2015
Total AUM$381.6M
Discretionary$324.3M
Non-Disc.$57.3M
Employees8
Clients500
DateJun 2015
Total AUM$381.6M
Discretionary$324.3M
Non-Disc.$57.3M
Employees8
Clients500
DateMar 2015
Total AUM$381.6M
Discretionary$324.3M
Non-Disc.$57.3M
Employees8
Clients500
DateMar 2014
Total AUM$343.4M
Discretionary$309.2M
Non-Disc.$34.2M
Employees7
Clients0
DateMar 2014
Total AUM$343.4M
Discretionary$309.2M
Non-Disc.$34.2M
Employees7
Clients0
DateJan 2014
Total AUM$343.4M
Discretionary$309.2M
Non-Disc.$34.2M
Employees7
Clients0
DateJan 2014
Total AUM$343.4M
Discretionary$309.2M
Non-Disc.$34.2M
Employees7
Clients0