CAPITAL AND PLANNING, LLC
CRD #321104 SEC #801-125802 JONESBORO, GA 678-519-5733
SEC Registered
Total AUM
$165.7M
Discretionary
$163.4M
Employees
2
Clients
--
Accounts
742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $165.7M | $163.4M | $2.3M | 2 | 0 |
| Mar 2025 | $165.7M | $163.4M | $2.3M | 2 | 0 |
| Jul 2024 | $135.2M | $133.1M | $2.1M | 2 | 0 |
| May 2024 | $135.2M | $133.1M | $2.1M | 2 | 0 |
| May 2024 | $135.2M | $133.1M | $2.1M | 2 | 0 |
| May 2024 | $135.2M | $133.1M | $2.1M | 2 | 0 |
| Mar 2024 | $135.2M | $133.1M | $2.1M | 2 | 0 |
| Dec 2023 | $109.2M | $107.2M | $2M | 1 | 0 |
| Nov 2023 | $109.2M | $107.2M | $2M | 1 | 0 |
| Mar 2023 | $109.2M | $107.2M | $2M | 1 | 0 |
| Mar 2023 | $109.2M | $107.2M | $2M | 1 | 0 |
| Oct 2022 | $124.2M | $124.2M | $0 | 2 | 0 |
| Aug 2022 | $124.2M | $124.2M | $0 | 2 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$165.7M
Discretionary$163.4M
Non-Disc.$2.3M
Employees2
Clients0
DateMar 2025
Total AUM$165.7M
Discretionary$163.4M
Non-Disc.$2.3M
Employees2
Clients0
DateJul 2024
Total AUM$135.2M
Discretionary$133.1M
Non-Disc.$2.1M
Employees2
Clients0
DateMay 2024
Total AUM$135.2M
Discretionary$133.1M
Non-Disc.$2.1M
Employees2
Clients0
DateMay 2024
Total AUM$135.2M
Discretionary$133.1M
Non-Disc.$2.1M
Employees2
Clients0
DateMay 2024
Total AUM$135.2M
Discretionary$133.1M
Non-Disc.$2.1M
Employees2
Clients0
DateMar 2024
Total AUM$135.2M
Discretionary$133.1M
Non-Disc.$2.1M
Employees2
Clients0
DateDec 2023
Total AUM$109.2M
Discretionary$107.2M
Non-Disc.$2M
Employees1
Clients0
DateNov 2023
Total AUM$109.2M
Discretionary$107.2M
Non-Disc.$2M
Employees1
Clients0
DateMar 2023
Total AUM$109.2M
Discretionary$107.2M
Non-Disc.$2M
Employees1
Clients0
DateMar 2023
Total AUM$109.2M
Discretionary$107.2M
Non-Disc.$2M
Employees1
Clients0
DateOct 2022
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0