CAPASSO PLANNING PARTNERS LLC
CRD #294673 SEC #801-120995 CHARLESTON, SC 843-608-8487
SEC Registered
Total AUM
$327.7M
Discretionary
$322.5M
Employees
9
Clients
--
Accounts
1,748
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $327.7M | $322.5M | $5.2M | 9 | 75 |
| Jun 2025 | $327.7M | $322.5M | $5.2M | 9 | 75 |
| Mar 2025 | $327.7M | $322.5M | $5.2M | 9 | 75 |
| Dec 2024 | $332.8M | $323.8M | $9M | 9 | 659 |
| Mar 2024 | $332.8M | $323.8M | $9M | 13 | 659 |
| Mar 2023 | $280.7M | $276.1M | $4.6M | 11 | 30 |
| Apr 2022 | $254.6M | $251.1M | $3.5M | 11 | 50 |
| Apr 2022 | $254.6M | $251.1M | $3.5M | 11 | 50 |
| Apr 2022 | $254.6M | $251.1M | $3.5M | 11 | 50 |
| Mar 2022 | $254.6M | $251.1M | $3.5M | 11 | 50 |
| Mar 2021 | $150.4M | $140.4M | $10M | 8 | 50 |
DateOct 2025
Total AUM$327.7M
Discretionary$322.5M
Non-Disc.$5.2M
Employees9
Clients75
DateJun 2025
Total AUM$327.7M
Discretionary$322.5M
Non-Disc.$5.2M
Employees9
Clients75
DateMar 2025
Total AUM$327.7M
Discretionary$322.5M
Non-Disc.$5.2M
Employees9
Clients75
DateDec 2024
Total AUM$332.8M
Discretionary$323.8M
Non-Disc.$9M
Employees9
Clients659
DateMar 2024
Total AUM$332.8M
Discretionary$323.8M
Non-Disc.$9M
Employees13
Clients659
DateMar 2023
Total AUM$280.7M
Discretionary$276.1M
Non-Disc.$4.6M
Employees11
Clients30
DateApr 2022
Total AUM$254.6M
Discretionary$251.1M
Non-Disc.$3.5M
Employees11
Clients50
DateApr 2022
Total AUM$254.6M
Discretionary$251.1M
Non-Disc.$3.5M
Employees11
Clients50
DateApr 2022
Total AUM$254.6M
Discretionary$251.1M
Non-Disc.$3.5M
Employees11
Clients50
DateMar 2022
Total AUM$254.6M
Discretionary$251.1M
Non-Disc.$3.5M
Employees11
Clients50
DateMar 2021
Total AUM$150.4M
Discretionary$140.4M
Non-Disc.$10M
Employees8
Clients50