CAPITAL PLANNING ADVISORS LLC
CRD #170266 SEC #801-79170 ROSEVILLE, CA 916-286-7650
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
10
Clients
0
Accounts
1,144
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.4B | $1.4B | $0 | 10 | 0 |
| May 2025 | $1.4B | $1.4B | $0 | 10 | 0 |
| Feb 2025 | $1.4B | $1.4B | $0 | 10 | 0 |
| Apr 2024 | $1.1B | $1.1B | $4.3M | 9 | 0 |
| Mar 2024 | $1.1B | $1.1B | $4.3M | 9 | 0 |
| Mar 2023 | $985.7M | $981.9M | $3.8M | 12 | 2 |
| Mar 2023 | $985.7M | $981.9M | $3.8M | 12 | 2 |
| Oct 2022 | $1.2B | $1.2B | $6.2M | 11 | 2 |
| Aug 2022 | $1.2B | $1.2B | $6.2M | 11 | 2 |
| Mar 2022 | $1.2B | $1.2B | $6.2M | 11 | 2 |
| Feb 2022 | $1.2B | $1.2B | $6.2M | 11 | 2 |
| Jan 2022 | $1.2B | $1.2B | $6.2M | 11 | 2 |
| Dec 2021 | $933.2M | $878M | $55.2M | 12 | 3 |
| May 2021 | $933.2M | $878M | $55.2M | 12 | 3 |
| Feb 2021 | $933.2M | $878M | $55.2M | 12 | 3 |
| Feb 2021 | $933.2M | $878M | $55.2M | 12 | 3 |
| Nov 2020 | $770.3M | $736.1M | $34.2M | 9 | 5 |
| Jun 2020 | $770.3M | $736.1M | $34.2M | 9 | 5 |
| Jun 2020 | $770.3M | $736.1M | $34.2M | 9 | 5 |
| Jun 2020 | $681.3M | $663.4M | $17.9M | 9 | 5 |
| May 2020 | $681.3M | $663.4M | $17.9M | 9 | 5 |
| May 2020 | $681.3M | $663.4M | $17.9M | 9 | 5 |
| Apr 2020 | $681.3M | $663.4M | $17.9M | 9 | 5 |
| Mar 2020 | $681.3M | $663.4M | $17.9M | 9 | 5 |
| Jan 2020 | $671.3M | $652.7M | $18.5M | 9 | 13 |
| Dec 2019 | $671.3M | $652.7M | $18.5M | 9 | 13 |
| Nov 2019 | $671.3M | $652.7M | $18.5M | 9 | 13 |
| Oct 2019 | $572M | $517M | $55M | 9 | 13 |
| Apr 2019 | $572M | $517M | $55M | 9 | 13 |
| Apr 2019 | $572M | $517M | $55M | 9 | 13 |
| Mar 2019 | $572M | $367M | $205M | 9 | 13 |
| Sep 2018 | $560M | $368M | $192M | 9 | 5 |
| Sep 2018 | $560M | $368M | $192M | 9 | 5 |
| Sep 2018 | $560M | $368M | $192M | 9 | 5 |
| Mar 2018 | $482M | $333M | $149M | 9 | 5 |
| Mar 2018 | $482M | $333M | $149M | 9 | 5 |
| Aug 2017 | $408M | $370M | $38M | 10 | 200 |
| Aug 2017 | $408M | $370M | $38M | 10 | 200 |
| Mar 2017 | $408M | $370M | $38M | 10 | 200 |
| Jan 2017 | $412M | $377M | $35M | 10 | 200 |
| Nov 2016 | $412M | $377M | $35M | 10 | 200 |
| Sep 2016 | $412M | $377M | $35M | 10 | 200 |
| Aug 2016 | $412M | $377M | $35M | 10 | 200 |
| Mar 2016 | $412M | $377M | $35M | 10 | 200 |
| Dec 2015 | $400M | $370M | $30M | 11 | 200 |
| Nov 2015 | $400M | $370M | $30M | 11 | 200 |
| Oct 2015 | $295M | $250M | $45M | 11 | 200 |
| Apr 2015 | $295M | $250M | $45M | 11 | 200 |
| Mar 2015 | $295M | $250M | $45M | 11 | 200 |
| Aug 2014 | $180M | $135M | $45M | 6 | 0 |
| May 2014 | $180M | $135M | $45M | 6 | 0 |
| Mar 2014 | $0 | $0 | $0 | 6 | 0 |
| Mar 2014 | $0 | $0 | $0 | 6 | 0 |
| Jan 2014 | $0 | $0 | $0 | 6 | 0 |
DateJul 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateMay 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.3M
Employees9
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.3M
Employees9
Clients0
DateMar 2023
Total AUM$985.7M
Discretionary$981.9M
Non-Disc.$3.8M
Employees12
Clients2
DateMar 2023
Total AUM$985.7M
Discretionary$981.9M
Non-Disc.$3.8M
Employees12
Clients2
DateOct 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6.2M
Employees11
Clients2
DateAug 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6.2M
Employees11
Clients2
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6.2M
Employees11
Clients2
DateFeb 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6.2M
Employees11
Clients2
DateJan 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6.2M
Employees11
Clients2
DateDec 2021
Total AUM$933.2M
Discretionary$878M
Non-Disc.$55.2M
Employees12
Clients3
DateMay 2021
Total AUM$933.2M
Discretionary$878M
Non-Disc.$55.2M
Employees12
Clients3
DateFeb 2021
Total AUM$933.2M
Discretionary$878M
Non-Disc.$55.2M
Employees12
Clients3
DateFeb 2021
Total AUM$933.2M
Discretionary$878M
Non-Disc.$55.2M
Employees12
Clients3
DateNov 2020
Total AUM$770.3M
Discretionary$736.1M
Non-Disc.$34.2M
Employees9
Clients5
DateJun 2020
Total AUM$770.3M
Discretionary$736.1M
Non-Disc.$34.2M
Employees9
Clients5
DateJun 2020
Total AUM$770.3M
Discretionary$736.1M
Non-Disc.$34.2M
Employees9
Clients5
DateJun 2020
Total AUM$681.3M
Discretionary$663.4M
Non-Disc.$17.9M
Employees9
Clients5
DateMay 2020
Total AUM$681.3M
Discretionary$663.4M
Non-Disc.$17.9M
Employees9
Clients5
DateMay 2020
Total AUM$681.3M
Discretionary$663.4M
Non-Disc.$17.9M
Employees9
Clients5
DateApr 2020
Total AUM$681.3M
Discretionary$663.4M
Non-Disc.$17.9M
Employees9
Clients5
DateMar 2020
Total AUM$681.3M
Discretionary$663.4M
Non-Disc.$17.9M
Employees9
Clients5
DateJan 2020
Total AUM$671.3M
Discretionary$652.7M
Non-Disc.$18.5M
Employees9
Clients13
DateDec 2019
Total AUM$671.3M
Discretionary$652.7M
Non-Disc.$18.5M
Employees9
Clients13
DateNov 2019
Total AUM$671.3M
Discretionary$652.7M
Non-Disc.$18.5M
Employees9
Clients13
DateOct 2019
Total AUM$572M
Discretionary$517M
Non-Disc.$55M
Employees9
Clients13
DateApr 2019
Total AUM$572M
Discretionary$517M
Non-Disc.$55M
Employees9
Clients13
DateApr 2019
Total AUM$572M
Discretionary$517M
Non-Disc.$55M
Employees9
Clients13
DateMar 2019
Total AUM$572M
Discretionary$367M
Non-Disc.$205M
Employees9
Clients13
DateSep 2018
Total AUM$560M
Discretionary$368M
Non-Disc.$192M
Employees9
Clients5
DateSep 2018
Total AUM$560M
Discretionary$368M
Non-Disc.$192M
Employees9
Clients5
DateSep 2018
Total AUM$560M
Discretionary$368M
Non-Disc.$192M
Employees9
Clients5
DateMar 2018
Total AUM$482M
Discretionary$333M
Non-Disc.$149M
Employees9
Clients5
DateMar 2018
Total AUM$482M
Discretionary$333M
Non-Disc.$149M
Employees9
Clients5
DateAug 2017
Total AUM$408M
Discretionary$370M
Non-Disc.$38M
Employees10
Clients200
DateAug 2017
Total AUM$408M
Discretionary$370M
Non-Disc.$38M
Employees10
Clients200
DateMar 2017
Total AUM$408M
Discretionary$370M
Non-Disc.$38M
Employees10
Clients200
DateJan 2017
Total AUM$412M
Discretionary$377M
Non-Disc.$35M
Employees10
Clients200
DateNov 2016
Total AUM$412M
Discretionary$377M
Non-Disc.$35M
Employees10
Clients200
DateSep 2016
Total AUM$412M
Discretionary$377M
Non-Disc.$35M
Employees10
Clients200
DateAug 2016
Total AUM$412M
Discretionary$377M
Non-Disc.$35M
Employees10
Clients200
DateMar 2016
Total AUM$412M
Discretionary$377M
Non-Disc.$35M
Employees10
Clients200
DateDec 2015
Total AUM$400M
Discretionary$370M
Non-Disc.$30M
Employees11
Clients200
DateNov 2015
Total AUM$400M
Discretionary$370M
Non-Disc.$30M
Employees11
Clients200
DateOct 2015
Total AUM$295M
Discretionary$250M
Non-Disc.$45M
Employees11
Clients200
DateApr 2015
Total AUM$295M
Discretionary$250M
Non-Disc.$45M
Employees11
Clients200
DateMar 2015
Total AUM$295M
Discretionary$250M
Non-Disc.$45M
Employees11
Clients200
DateAug 2014
Total AUM$180M
Discretionary$135M
Non-Disc.$45M
Employees6
Clients0
DateMay 2014
Total AUM$180M
Discretionary$135M
Non-Disc.$45M
Employees6
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0