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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Matenaer, Kirk, A | I | PARTNER & SENIOR WEALTH ADVISOR | NA | |
| Matenaer, Kirk, A | I | PARTNER & SENIOR WEALTH ADVISOR | NA | |
| Matenaer, Kirk, A | I | PARTNER & SENIOR WEALTH ADVISOR | NA | |
| O'CONNOR, MICHAEL, BRADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| O'CONNOR, MICHAEL, BRADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| O'CONNOR, MICHAEL, BRADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER | D | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER | D | Control |
| CAPASSO, CHARLES, DUSTIN | I | MANAGING MEMBER | D | Control |
| CALLAHAN, DANIEL, PATRICK | I | PARTNER & CHIEF INVESTMENT OFFICER | B | Control |
| CALLAHAN, DANIEL, PATRICK | I | PARTNER & CHIEF INVESTMENT OFFICER | B | Control |
| CALLAHAN, DANIEL, PATRICK | I | PARTNER & CHIEF INVESTMENT OFFICER | B | Control |
| CALLAHAN, DANIEL, PATRICK | I | PARTNER & CHIEF INVESTMENT OFFICER | B | Control |
| CALLAHAN, DANIEL, PATRICK | I | PARTNER & CHIEF INVESTMENT OFFICER | B | Control |
| CALLAHAN, DANIEL, PATRICK | I | PARTNER | B | |
| CALLAHAN, DANIEL, PATRICK | I | PARTNER & CHIEF INVESTMENT OFFICER | B | Control |
| CALLAHAN, DANIEL, PATRICK | I | OWNER | B | |
| CALLAHAN, DANIEL, PATRICK | I | OWNER | B | |
| CALLAHAN, DANIEL, PATRICK | I | OWNER | B |
Registrations
Federal
IA
Oct 15, 2025 REGISTERED
Notice Filings (13)
CA FL GA IL MA NC NJ NY PA SC TN TX VA
Address
635 EAST BAY STREETSUITE C
CHARLESTON, SC 29403
United States
Phone: 843-608-8487